Image
Photograph of an engineer inspecting solar panels
Insights

Japan’s Semiconductor Market Makes A Strong Comeback!

In this article we will shed some light on semiconductors in Japan, focusing on industry trends and the efforts of the Japanese government, following the powerful message delivered by Prime Minister Kishida at the opening ceremony of SEMICON Japan
Image
Satellite photo showing network links
Insights

Japan Outlook in 2024

Chief Strategist Hiroyuki Ueno and Chief Manager Katsutoshi Inadome share SuMi TRUST's outlook for the Japanese economy in 2024.
Image
Girl with VR headset
Insights

The Future of the Gaming Industry

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the future of the gaming industry and stocks which stand to benefit from the future technological developments emerging in the industry.
Image
Asakusa
Insights

Are Chinese Tourists Coming Back to Japan?

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, looks at inbound tourism in Japan in a post-Covid world and what is holding back the recovery of tourism from China.
Image
Gaming Image
Insights

Why Japan’s Gaming Industry is One to Watch

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the competitive edge of Japan's gaming industry and his top gaming stocks.
Image
A photograph from above of a busy crossing
Insights

Monetary Policy to Remain Steady – BOJ’s July Meeting

Will the Bank of Japan finally change course on its monetary easing policy? Or will it hold steady? Senior Strategist Katsutoshi Inadome shares his expectations for the Bank of Japan's upcoming monetary policy meeting.
Image
Photo of people in an office
Insights

SuMi’s Updated Annual Corporate Earnings Forecast for Summer 2023

SuMi TRUST has updated its annual corporate earnings forecast before the Q2 earnings announcement season which will kick off in late July. SuMi TRUST anticipates that Japanese companies to post positive earnings growth for the FY 2023 and FY 2024. Read this article for a full sector-wide review.