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News

Market Review for October 2023

The Japanese equity market saw TOPIX fall by 3% while the Nikkei 225 slid by 3.1%. US bond yields and rising tensions in the Middle East weighed on the Japanese equity market in October. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
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Semiconductor
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A Top Japan Fund Manager Snaps Up Chip Stocks on AI, EVs Demand

[EXTERNAL LINK] In an interview with Bloomberg, SuMi TRUST's Chief Portfolio Manager of the Sakigake High Alpha Strategy, Katsunori Ogawa, discusses his plans to boost investment in semiconductor-related stocks amidst the soaring demand for artificial intelligence and electric vehicles.
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Market Review for September 2023

The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.
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Market Review for August 2023

The Japanese equity market saw TOPIX increase by 0.4% and the Nikkei 225 slide by 1.7% in August. In the first half of the month, concerns over rising long-term US interest rates and China’s economy weighed on Japanese equities. However in the second half of the month Japanese equities rebounded following the positive performance of US semi-conductor stocks.