News & Insights

[EXTERNAL LINK] Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap strategy, quoted in James Baxter-Derrington's article for Investment Week. The article covers the re-opening of the Japanese economy, the potential shift in monetary policy and how these factors combine into attractive opportunities.

TOPIX continues to rise this month. Expectations of a slowdown in US interest rate hikes pushed the Japanese equity market up.

TOPIX ended up on the previous month end. The Japanese equity market rose in line with a rise in the US equity market in the latter half of the month.

TOPIX ended down on the previous month end due to external risk factors such as rising US interest rates. Moreover the UK's controversial fiscal policy also weighed negatively on market sentiment.

TOPIX ended up on the previous month-end. However early gains in the first half of the month were shaved off following hawkish statements from the US Federal Reserve Chair Powell.

TOPIX ended up on the previous month-end following the success of the Liberal Democratic Party at the recent upper house election and expectations for a slowdown of US interest rate rises.

TOPIX ended down on the previous month-end as market sentiment declined over global recession fears and tighter monetary policies.

TOPIX ended slightly up on the previous month end, recovering on the news of lockdown measures easing in Shanghai and US CPI figures hinting at a slowdown of inflation.

TOPIX ended down on the previous month-end. The decline of the US equity market due to the Fed's monetary tightening and disappointing quarterly earnings by some IT companies affected the Japanese equity market. Lockdowns in Shanghai also weighed on market sentiment.