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One of the largest asset managers in Japan with AUM of USD 623 billion as at the end of March 2024.

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A strong presence in Japan with over 20 dedicated analysts with average experience of over 10 years.

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Extensive global network with offices in Tokyo, London, Luxembourg, New York, Hong Kong and Singapore.

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Actively managing equity funds since the introduction of corporate pension regulations in 1962.

Our journey so far

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News & Insights

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Skyscrapers
Insights

The Impact of the Proposed TOPIX Revisions

Letter from SuMi TRUST: Chief Strategist Hiroyuki Ueno explains the proposed revisions to the Tokyo Stock Exchange Stock Price Index (TOPIX) and what this means for companies and investors.
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Insights

SuMi’s Coffee Break Column – Improving Shareholder Returns: Shame Culture and the Group Mentality in Japan

In the past, observers have called the Japanese hypersensitive to the expectations of (and potential for criticism from) those around them. In this article we argue that in a country traditionally slow to change, this group mentality is working as a force for positive change in improving shareholder returns.
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Market Review for June 2024

In June, Japanese equities saw gains with the Nikkei 225 and TOPIX indices rising by 1.3% and 2.8% respectively, driven by factors such as semiconductor stock rebounds, dividend reinvestment, the weak yen and positive sentiment regarding the performance of US equities. There was some volatility earlier in the month, but the market stabilised towards the end.
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News

Save the Date: The FSA’s “Japan Weeks 2024”

Japan's Financial Services Agency (FSA) is hosting "Japan Weeks 2024" - a series of events aiming to boost Japan's profile as a leading asset management and global financial centre with the participation of overseas investors and asset management firms. Investment Director Oki Shiozawa introduces the series of events scheduled this Autumn and explains why overseas investors should visit Japan.
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Insights

Japan Outlook in H2 2024

Chief Strategist Hiroyuki Ueno and Senior Strategist Katsutoshi Inadome share SuMi TRUST's outlook for the Japanese economy in the second half of 2024.
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Market Review for May 2024

In May the Japanese Nikkei 225 and TOPIX indices experienced a minor rebound, rising by 0.2% and 1.1% respectively. In the first third of the month small caps performed above expectations but from mid-May onwards larger names dominated. April-May also saw an increase of 1.6 times in share buybacks compared to the same time last year, this comes amid Japanese companies gaining an increased awareness of returning value to shareholders.
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News

How To Invest In Japan

[EXTERNAL LINK] In this piece with Forbes Advisor, SuMi TRUST's Chief Strategist, Hiroyuki Ueno discusses the recent rise in Japanese equities and his outlook for the future, touching on the Tokyo Stock Exchange's reforms and the new NISA.