News & Insights

In May, the Japanese equity market experienced strong performance, with the TOPIX and Nikkei 225 indices rising by 5.03% and 5.33% respectively.

[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.

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.

[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.

[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.

[External Link] In this piece published by Wealth Briefing, Kazunaga Saso, Senior Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM comments why he is positive about Japan’s economic outlook and stock market, despite sweeping tariffs levied by the US.