News & Insights

Letter from SuMi TRUST: Factor Investment in the Japanese Equity Market – Current Environment and Investment Strategies

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.

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.

Chief Strategist Hiroyuki Ueno shares SuMi TRUST's outlook on Japanese equity highlights for the second half of 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.

SuMi’s Coffee Break Column: Investment Director, Oki Shiozawa, discusses the impact of labour shortages on the Japanese economy.

SuMi TRUST's Senior Strategist, Katsutoshi Inadome discusses the movement of Japan's long-term interest rates, the BOJ's monetary policy and the impact on bond markets.

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.

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.

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.