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In this column Hiroyuki Ueno, Chief Strategist at SuMi TRUST AM discusses how the Tokyo Stock Exchange is shaking up its Growth Market.
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Bank of Japan Stands Pat on Rates, Plans to Slow Bond-Buying Tapering After April 2026
Date: 18th June 2025
[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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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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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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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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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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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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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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Julius Baer, SuMi TRUST AM Optimistic On Japanese Equities Despite Tariff Turmoil
Date: 25th April 2025
[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.
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Market Review for March 2025
Date: 1st April 2025
In March, Japanese equities declined with the TOPIX and Nikkei 225 indices dropping by 0.9% and -4.1%, respectively. The decline was driven by concerns over U.S. President Trump’s tariff proposals, a rising yen, and fears of a global economic slowdown.