News & Insights

The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.

[EXTERNAL LINK] Hiroyuki Ueno, Senior Economist at SuMi TRUST, recently shared his perspective on the Bank of Japan's Tankan survey and the increase in business confidence in Japan.

[EXTERNAL LINK] SuMi TRUST's Senior Stewardship Officer, Masaru Okubo, discusses how Japan is addressing the gender gap.

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.

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.

[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.

[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.

[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.

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.

[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.