News & Insights

[EXTERNAL LINK]  Hiroyuki Ueno, Senior Economist 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.

The Japanese equity market rallied in November with TOPIX fall up by 5.4% and the Nikkei 225 up by 8.5%. The decline in both domestic and international long-term interest rates led to a rebound in growth stocks. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.

[EXTERNAL LINK] News of the strategic partnership between Sumitomo Mitsui Trust Asset Management Co., Ltd. and Osmosis (Holdings) Limited ) has been featured in Citywire Selector, Wealth Briefing and Funds Global Asia.

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.

[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.

[EXTERNAL LINK] SuMi TRUST's Senior Strategist, Katsutoshi Inadome, features in Investment Week and discusses Japan's lack of high yield bonds amidst the Bank of Japan's current policies.

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.

[EXTERNAL LINK] Hiroyuki Ueno, Senior Economist at SuMi TRUST, recently shared his perspective on the Bank of Japan's Tankan survey and the increase in business confidence in Japan.

[EXTERNAL LINK] SuMi TRUST's Senior Stewardship Officer, Masaru Okubo, discusses how Japan is addressing the gender gap.