News & Insights

[EXTERNAL LINK] In this article with Trustnet, Katsunori Ogawa, chief portfolio manager of the Sakigake High Alpha Fund, explores the reversal of volatility when comparing Japanese and US equities, and the background behind this change.

[EXTERNAL LINK] Kuniyuki Sugihara, senior portfolio manager at SuMi TRUST, shares his outlook for the Japanese stock market following it's recent rally.

The Japanese stock market rallied for six consecutive months in June, with the Nikkei 225 closing above 33,000 on 30 June. Yen depreciation boosted expectations of higher earnings for exporters amidst rising US interest rates. Meanwhile domestic demand is also expected to rise as Japan's wage growth hits its highest level in 30 years.

[EXTERNAL LINK] In this article with Wealth Briefing Asia, Katsunori Ogawa, chief portfolio manager of the Sakigake High Alpha Fund, discusses how Japan's tourism industry is flourishing amidst China's reopening and Japan's removal of travel restrictions following the COVID-19 pandemic. Read about his two stock picks which are well positioned to take advantage of the ongoing tourism boom.

[EXTERNAL LINK] Katsutoshi Inadome, Senior Strategist at SuMi TRUST, recently shared his perspective on the Bank of Japan's decision to maintain its ultra-loose monetary policy at its recent monetary policy meeting.