Insights
Japan Market Outlook 2025
Letter from SuMi TRUST AM – Japan Outlook for the First Half of 2025
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News
Market Review for November 2024
In November, the Japanese market experienced a decline with the TOPIX and Nikkei 225 indices ending the month down by -0.5% and -2.2% respectively due to factors including expectations of a BOJ rate hike and potential upcoming US trade policy changes.
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Insights
Coffee Break Column – Japan to Showcase Green Transformation at the Horticultural Expo 2027, Yokohama
The Horticultural Expo 2027, Yokohama. This huge event is expected to draw 15 million visitors and showcase Japanese horticulture to the world. As part of this wider mission, we are keen to see how the Expo will spotlight green transformation (GX) at its Urban GX Village pavilion.
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Press Release
Sumitomo Mitsui Trust Asset Management updates ESG materialities and key activity items
Sumitomo Mitsui Trust Asset Management has reviewed and updated a set of ESG materialities and related key activity items. SuMi TRUST AM’s ESG materialities identify the important issues for enhancing the value of portfolio companies and supporting their sustainable growth.
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Press Release
Sumitomo Mitsui Trust Asset Management Receives Gold Rating on PRIDE Index Evaluation
Sumitomo Mitsui Trust Asset Management is pleased to announce that it has received the top “Gold” rating on “work with Pride Association” PRIDE Index.
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Insights
Navigating the Chip Wars: Japan seizes its moment amid U.S.-China Tensions
[External Link] Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM explains how Japanese semiconductor firms are poised for success.
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News
Market Review for October 2024
In October, the Japanese market experienced a degree of volatility but ultimately the Nikkei 225 and TOPIX indices ended the month up, at +3.1% and +1.9% respectively. Gains in the market were led by large-cap stocks, following the trend in the U.S. as major stocks hit new historic highs.
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Press Release
SuMi TRUST AM’s Sakigake ‘Pioneer’ Fund becomes available to UK investors
Sumitomo Mitsui Trust Asset Management (SuMi TAM), one of Japan’s largest asset managers, has today announced that its Sakigake High Alpha – Japan Thematic Growth fund, a UCITS vehicle domiciled in Luxembourg, has become available to UK institutional investors.
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Insights
Coffee Break Column - Achieving Sustainable Inbound Tourism in Okinawa
As the number of foreign tourists coming to Japan swells and shows no signs of stopping typical destinations like Kyoto are feeling the strain. In an effort to support this ever growing industry, less well-trodden areas, like Okinawa, are improving their tourism infrastructure and attractions.