News & Insights

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.

SuMi TRUST's Tatsuya Suzuki introduces Japanese stocks that are well positioned to capture the opportunities arising from India's outstanding potential.

SuMi TRUST Senior Strategist, Katsutoshi Inadome, shares his thoughts and expectations about the Bank of Japan's monthly meeting.

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, explores how Japanese equities have shown decreasing volatility and a high risk-return efficiency in comparison to US equities.

After several years of Japanese small cap underperformance against their large cap peers, small cap stocks have started to play catch-up from Q2 2023. In this article, Senior Investment Director Akimichi Oi reviews the historical relationship between the relative valuation and performance of small caps against large caps; and displays how its outperformance is likely to continue given the relative undervaluation of small caps.

Japan’s Nikkei 225 index recently reached its highest level since August 1990 on the back of foreign buying and locally driven corporate governance improvements. As such investors’ views on Japanese equities have been changing. In this article, we would like to introduce the three reasons the Nikkei 225 index has jumped up recently.

SuMi's Coffee Break Column: Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, talks VTubers, Animation and Japanese cultural exports in this piece on how digitalisation is paving the way for Japanese content in our increasingly globalised world.

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha Strategy, explores the promising economic opportunities in sight as the number of foreign visitors to Japan begins to recover following the COVID-19 pandemic.

Chief Strategist Hiroyuki Ueno explores the trend of increasing wages in Japan and the challenge this poses for small and medium-sized enterprises.