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News

Market Review for December 2023

The Japanese equity market swayed back and forth in December with TOPIX ending the month down by 0.4% and the Nikkei 225 down by 0.1%. Value factors dominated towards the beginning of the month but growth factors overtook in the latter half of the month. Meanwhile small and mid cap stocks performed well throughout the month.
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Insights

Japan Outlook in 2024

Chief Strategist Hiroyuki Ueno and Chief Manager Katsutoshi Inadome share SuMi TRUST's outlook for the Japanese economy in 2024.
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News

Market Review for November 2023

The Japanese equity market rallied in November with TOPIX fall up by 5.4% and the Nikkei 225 up by 8.5%. The decline in both domestic and international long-term interest rates led to a rebound in growth stocks. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
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News

Asian AM Giants take Minority Stakes in ESG Boutique

[EXTERNAL LINK] News of the strategic partnership between Sumitomo Mitsui Trust Asset Management Co., Ltd. and Osmosis (Holdings) Limited ) has been featured in Citywire Selector, Wealth Briefing and Funds Global Asia.
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Press Release

SuMi TRUST AM and Osmosis (Holdings) Limited Enter into Legally Binding Agreement for Strategic Partnership

Sumitomo Mitsui Trust Asset Management Co., Ltd. (“SuMi TRUST AM”) and Osmosis (Holdings) Limited (“Osmosis”), a UK-based sustainable investment manager specialising in a resource efficient strategy, have entered into a legally binding agreement to form a strategic partnership. This follows the 7 July announcement* of a non-legally binding agreement.
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News

Market Review for October 2023

The Japanese equity market saw TOPIX fall by 3% while the Nikkei 225 slid by 3.1%. US bond yields and rising tensions in the Middle East weighed on the Japanese equity market in October. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
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News

A Top Japan Fund Manager Snaps Up Chip Stocks on AI, EVs Demand

[EXTERNAL LINK] In an interview with Bloomberg, SuMi TRUST's Chief Portfolio Manager of the Sakigake High Alpha Strategy, Katsunori Ogawa, discusses his plans to boost investment in semiconductor-related stocks amidst the soaring demand for artificial intelligence and electric vehicles.