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News

Japan's Economy Rebounds in Q2

[EXTERNAL LINK] SuMi TRUST's Chief Strategist, Hiroyuki Ueno shares his analysis of Japan's recently released economic performance figures for Q2 2024.
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Press Release

GFANZ Introduces SuMi TRUST's Stewardship Activities

The Glasgow Financial Alliance for Net Zero (GFANZ) introduced SuMi TRUST's stewardship activities in its “Asia Pacific Case Study” report published in July. SuMi TRUST was the only Japanese asset management company that was featured in the case study.
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News

Japan's Annualised GDP Rate Grows to 3.1% in Q2

Letter from SuMi TRUST - Japan's annualised GDP rate grows to 3.1% in Q2 Preliminary report for Japan's real Gross Domestic Product (GDP) for Q2 2024 shows first positive growth recorded in two quarters, exceeding the market forecast of +2.3%.
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River skyline by Yu Kato
News

After the Crash, Where Next for Japan Investors?

[EXTERNAL LINK] Chief Strategist at SuMi TRUST, Hiroyuki Ueno's comments featured in Morningstar. After the Crash, Where Next for Japan Investors? Morningstar rated fund managers expect more volatility and a rotation away from yen-sensitive stocks - but also further stock market gains as overseas buyers return.
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Bonsai
News

Market Review for July 2024

In July, the Japanese equity market saw significant fluctuations. At the start of the month the Nikkei 225 and TOPIX indices reached new historic highs riding the wave of the weak yen and strong US markets but ultimately ended the month in negative territory, dropping by 1.2% and 0.5% respectively. The end of the month saw the yen surge to the 149 yen to the dollar level, a sharp increase from the 38 year low of 161.7 yen/dollar that was seen at the start of the month.
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Insights

SuMi’s Coffee Break Column – Data Centres Open Up New Possibilities in Japan

In this article Katsunori Ogawa, Chief Portfolio Manager of Sakigake High Alpha, addresses the flurry of activity by US cloud computing companies building new data centres in Japan. Read on to find out about the roughly 4 trillion yen that has been committed to investment in data centres in Japan and the wider impact this may have on Japan's economy and infrastructure.