News & Insights

After a three-year tenure from Fumio Kishida, on October 1st Japan elected its 102nd prime minister, Shigeru Ishiba. With a newly formed cabinet much remains uncertain, but in this article we will consider the potential impact of this change of administration on the Japanese equity market.

[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST, recently shared his perspective on the Bank of Japan's Tankan survey and what this means for the manufacturing sector in Japan.

[External Link] SuMi TRUST's Chief Strategist, Katsutoshi Inadome's comments on the state of Japan's Government Pension Investment Fund have been published Financial Times.

[External Link] Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST, goes in depth on his conviction in the strength of the Japanese semiconductor industry.

[EXTERNAL LINK] SuMi TRUST's Chief Strategist, Katsutoshi Inadome shares his analysis on the outcome of the Bank of Japan's monetary policy meeting in September.

SuMi TRUST's Senior Stewardship Officer, Seiji Kawazoe comments on engagement activities within the Taskforce on Nature-related Financial Disclosures.

In September, the Japanese equity market continued to see significant volatility. The month started with a drop caused in part by weaker-than-expected U.S. economic data. This was followed by a rebound in the run-up to the selection of Prime Minister Kishida’s successor.

In August, the Japanese equity market saw significant volatility. Despite the initially bleak outlook, by the mid-month Japanese markets had made a strong recovery. This month also saw Prime Minister Kishida announce that he would be stepping down.

[EXTERNAL LINK] SuMi TRUST's Chief Strategist, Hiroyuki Ueno shares his analysis of Japan's recently released economic performance figures for Q2 2024.

Letter from SuMi TRUST - Japan's annualised GDP rate grows to 3.1% in Q2 Preliminary report for Japan's real Gross Domestic Product (GDP) for Q2 2024 shows first positive growth recorded in two quarters, exceeding the market forecast of +2.3%.