SuMi TRUST manages a wide range of Japanese equity funds. Backed by an experienced local specialist team, we can be your reliable partner on the ground for Japanese equity investment. We integrate our ESG evaluation throughout the investment process to ensure our approach meets the challenge of sustainable development.

Latest News & Insights

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Insights

Japanese Equities Show Decreasing Volatility

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.
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Insights

Resurrection of Small Caps

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.
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News

Market Review for May 2023

The Japanese stock market reached a 33 year high in May, with the TOPIX index up 3.6% and the Nikkei 225 up 7.0%. The market reacted favourably towards the middle of the month as overseas investors bought up Japanese equities. Meanwhile the market softened towards the month-end as April industrial production fell short of the market consensus.
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News

Japan's Wage Problem is Coming to an End

[EXTERNAL LINK] In this article with Investment Week, Hiroyuki Ueno, chief strategist at SuMi TRUST, discusses how Japan's sluggish wage growth is facing a revival amidst rising inflation and the impact on small and medium sized companies.