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Insights

The Impact of the Proposed TOPIX Revisions

Letter from SuMi TRUST: Chief Strategist Hiroyuki Ueno explains the proposed revisions to the Tokyo Stock Exchange Stock Price Index (TOPIX) and what this means for companies and investors.
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Insights

SuMi’s Coffee Break Column – Improving Shareholder Returns: Shame Culture and the Group Mentality in Japan

In the past, observers have called the Japanese hypersensitive to the expectations of (and potential for criticism from) those around them. In this article we argue that in a country traditionally slow to change, this group mentality is working as a force for positive change in improving shareholder returns.
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Insights

Japan Outlook in H2 2024

Chief Strategist Hiroyuki Ueno and Senior Strategist Katsutoshi Inadome share SuMi TRUST's outlook for the Japanese economy in the second half of 2024.
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Insights

BOJ Introduces New Banknotes to Symbolise the Reiwa Era

SuMi’s Coffee Break Column: Investment Director, Oki Shiozawa, discusses the introduction of new banknote designs set to be issued in Japan on July 3rd, and what these represent for Japan's Reiwa era.
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Insights

Sustainable Tourism on the Rise

SuMi’s Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of Sakigake High Alpha, discusses the future of tourism in Japan and how sustainability will come into focus.
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Insights

Wage Increases in 2024

SuMi's Coffee Break Column: Hiroyuki Ueno, Chief Strategist, discusses his outlook on wage increases in Japan in 2024 and what this means for the Bank of Japan's future monetary policy.
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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.