News & Insights

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his comments with the media on the Bank of Japan's recent Monetary Policy Meeting.

In November, Japan’s equity market diverged as the TOPIX rose by 1.40% while the Nikkei 225 fell by 4.12%. Negative effects from a pullback in U.S. tech stocks were felt by AI and semiconductor-related stocks which particularly impacted the Nikkei 225 index.

In October 2025, the Japanese market extended its rally for the seventh month in a row, with both the TOPIX and Nikkei 225 reaching record highs amid optimism over the new Takaichi cabinet, expansionary fiscal expectations, and strong U.S. tech and generative AI stocks.

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his comments on the results of the Bank of Japan's recent quarterly 'Tankan' Survey.

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his comments with the media on the Bank of Japan's recent Monetary Policy Meeting.

In September 2025, the Japanese stock market extended its rally for a sixth consecutive month, with the TOPIX and Nikkei 225 gaining 2.0% and 5.2% respectively. Read our review of this Japanese market for the past month here.

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.