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News

Market Review for August 2023

The Japanese equity market saw TOPIX increase by 0.4% and the Nikkei 225 slide by 1.7% in August. In the first half of the month, concerns over rising long-term US interest rates and China’s economy weighed on Japanese equities. However in the second half of the month Japanese equities rebounded following the positive performance of US semi-conductor stocks.
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News

Japanese Economic Growth Smashes Expectations

[EXTERNAL LINK] Hiroyuki Ueno, Chief Strategist at SuMi TRUST, recently shared his perspective on the growth drivers behind the Japanese stock market ahead of the preliminary GDP figure announcement.
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News

Japanese Stock Market To Stay Strong In 2023

[EXTERNAL LINK]  In Wealth Briefing Asia SuMi TRUST's Chief Strategist, Hiroyuki Ueno, discusses his outlook for the Japanese stock market ahead of the release of Japan's preliminary GDP figures.
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Insights

Are Chinese Tourists Coming Back to Japan?

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, looks at inbound tourism in Japan in a post-Covid world and what is holding back the recovery of tourism from China.
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News

Market Review for July 2023

The Japanese stock market continued its rally in July, with TOPIX up 1.5% and the Nikkei 225 down only 0.1%. The Bank of Japan surprised markets at the month-end with a tweak to its yield curve control policy, which lead the yen to spike up. However optimism surrounding the US market spread to Japanese equities.
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News

Global Stocks Rally as ECB Joins Fed in Lifting Rates

[EXTERNAL LINK] In this article with The Financial Times, Katsutoshi Inadome, Senior Strategist at SuMi TRUST, recently shared his thoughts on the Bank of Japan's monetary policy amidst recent rate hikes by the Federal Reserve and European Central Bank.
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Insights

Why Japan’s Gaming Industry is One to Watch

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the competitive edge of Japan's gaming industry and his top gaming stocks.