News & Insights

SuMi TRUST AM's Keigo Mitsuishi states the case for a return to form for Japan's Real Estate Investment Trusts.

In March 2024, the Bank of Japan ended a significant era of monetary easing, which began in April 2013, by lifting its negative interest rate policy and abolishing yield curve control. As financial authorities aim to normalize monetary policy, Japan's economy is gradually returning to a world of positive interest rates - but not without its challenges.

Welcome to SuMi TRUST AM's Outlook for H2 2025. In this article Hiroyuki Ueno and Katsutoshi Inadome give their insights into the outlook for the Japanese Economy, Monetary Policy and Stock Market going into the second half of 2025.

In this column Hiroyuki Ueno, Chief Strategist at SuMi TRUST AM discusses how the Tokyo Stock Exchange is shaking up its Growth Market.

Letter from SuMi TRUST AM - In this article we discuss how Japanese stocks can coexist with a strong yen

Re-framing the looming crisis in the Japanese logistics industry caused by labour shortages as an opportunity for consolidation, partnerships and improved sustainability.

In this article Chief Portfolio Manager Katsunori Ogawa examines the pivotal role that Japan is playing in the robotics industry as robots begin to fulfil humans' emotional needs in addition to more utilitarian use cases.

Here, we will explore the challenges related to work styles in Japan and the initiatives undertaken by Japanese corporations, with a special focus on the case of Itochu Corporation.

Once dubbed a "sinking giant" wrestling with substantial losses, Hitachi was awarded the scarlet letters of JTC- ‘Japanese Traditional Company’. In this article we will explore Hitachi’s remarkable transformation.