News & Insights

In August 2025, the Japanese stock market hit record highs, driven by solid earnings, stronger-than-expected GDP data, and expectations of a U.S. rate cut, with the TOPIX and Nikkei 225 indices gaining for a fifth consecutive month, rising by 4.5% and 4% respectively.

In July, Japan's stock market continued its upward momentum, with the Nikkei 225 rising by 1.4%, briefly surpassing 42,000 yen at one stage, and the TOPIX rising 3.2%, marking a four-month streak of gains.

In June, the Japanese equity market continued to gain for the third consecutive month, with the Nikkei 225 and TOPIX indices up by 6.6% and 1.8% respectively. Supporting factors for the month’s gains were a rally in U.S. tech stocks and buying by foreign investors.

[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.

[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.

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.