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News
[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST AM, shared his comments on the Bank of Japan's decision to maintain its current policy rate.
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News
SuMi Trust’s Sakigake Fund brings Japan’s structural changes to European audience
Date: 17th June 2025
[External Link] In this piece published by Institutional Asset Manager, Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha at SuMi TRUST AM, introduces the Sakigake High Alpha fund and its focus on ongoing structural changes in Japan.
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News
Market Review for May 2025
Date: 2nd June 2025
In May, the Japanese equity market experienced strong performance, with the TOPIX and Nikkei 225 indices rising by 5.03% and 5.33% respectively.
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Insights
Japanese stocks can coexist with a strong yen
Oki Shiozawa, Investment Director
Date: 28th May 2025
Letter from SuMi TRUST AM - In this article we discuss how Japanese stocks can coexist with a strong yen
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News
Japan's quarterly GDP shrinks for first time in a year
Date: 16th May 2025
[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST AM, shared his comments on US - Japan tariff negotiations and their impact on Japan's economy.
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News
Market Review for April 2025
Date: 1st May 2025
In April, the Japanese equity market experienced a minor rebound after a tough past few months, with the TOPIX and Nikkei 225 indices rising by 0.3% and 1.2% respectively. Major volatility in the market was driven by uncertainty regarding US tariff policy.
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News
Tariffs prompt Bank of Japan to lower growth forecasts
Date: 1st May 2025
[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST AM, shared his comments on the outlook for Japan's monetary policy as the Bank of Japan announced it would hold interest rates steady as it revised down its growth forecasts.
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News
How to Survive as a Growth Manager in Japan
Date: 25th April 2025
[External Link] In this piece published by Funds Global Asia, Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha at SuMi TRUST AM, explores why growth investing in Japan remains relevant - even as the market narrative shifts toward value.
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Insights
The Current State of the 2024 Logistics Crisis
Fumiya Momota, Research Analyst, Materials/Infrastructure Team
Date: 25th April 2025
Re-framing the looming crisis in the Japanese logistics industry caused by labour shortages as an opportunity for consolidation, partnerships and improved sustainability.