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In this article with IPE Yoshi Hishida, CEO of Sumitomo Mitsui Trust Asset Management, talks with Christopher Walker about the future of SuMi TRUST and its focus on retail and attracting international capital.
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Market Review for August 2023
Date: 4th September 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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SuMi TRUST’s Suzuki: Using Japanese Stocks to Capture India’s Growth
Date: 29th August 2023
[EXTERNAL LINK] In this article with Portfolio Adviser, Tatsuya Suzuki, chief portfolio manager of the Japan Quality Growth Fund, discusses how investors can overcome barriers to entry to capitalise on India’s growth.
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Japanese Economic Growth Smashes Expectations
Date: 15th August 2023
[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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Japanese Stock Market To Stay Strong In 2023
Date: 15th August 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?
Katsunori Ogawa, Chief Portfolio Manager - Sakigake High Alpha Strategy
Date: 10th August 2023
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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Market Review for July 2023
Date: 1st August 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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Global Stocks Rally as ECB Joins Fed in Lifting Rates
Date: 27th July 2023
[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
Tatsuya Suzuki, Chief Portfolio Manager – Japan Quality Growth Strategy
Date: 24th July 2023
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.