News & Insights

[External Link] In this piece published by Wealth Briefing, Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha at SuMi TRUST, discusses the opportunities and challenges that are presented by Japan's current tourism boom.

In June, Japanese equities saw gains with the Nikkei 225 and TOPIX indices rising by 1.3% and 2.8% respectively, driven by factors such as semiconductor stock rebounds, dividend reinvestment, the weak yen and positive sentiment regarding the performance of US equities. There was some volatility earlier in the month, but the market stabilised towards the end.

Japan's Financial Services Agency (FSA) is hosting "Japan Weeks 2024" - a series of events aiming to boost Japan's profile as a leading asset management and global financial centre with the participation of overseas investors and asset management firms. Investment Director Oki Shiozawa introduces the series of events scheduled this Autumn and explains why overseas investors should visit Japan.

[EXTERNAL LINK] SuMi TRUST's Senior Strategist, Katsutoshi Inadome shares his views on the Bank of Japan's decision to scale down its bond-buying programme and the state of inflation in Japan.

In May the Japanese Nikkei 225 and TOPIX indices experienced a minor rebound, rising by 0.2% and 1.1% respectively. In the first third of the month small caps performed above expectations but from mid-May onwards larger names dominated. April-May also saw an increase of 1.6 times in share buybacks compared to the same time last year, this comes amid Japanese companies gaining an increased awareness of returning value to shareholders.

[EXTERNAL LINK] In this piece with Forbes Advisor, SuMi TRUST's Chief Strategist, Hiroyuki Ueno discusses the recent rise in Japanese equities and his outlook for the future, touching on the Tokyo Stock Exchange's reforms and the new NISA.

[EXTERNAL LINK] In this piece with Responsible Investor, SuMi TRUST's Senior Stewardship Officer, Seiji Kawazoe discusses the progress of The Taskforce on Nature-related Financial Disclosures (TNFD) in Japan and SuMi TRUST's engagement efforts.

[EXTERNAL LINK] SuMi TRUST's Senior Strategist, Katsutoshi Inadome shares his view on the Bank of Japan's bond-buying decisions and the state of the yen.

[EXTERNAL LINK] In this article with Asia Asset Management, SuMi TRUST's Shu Iwao, Chief Portfolio Manager of the Japan Equity Multi-Factor Long-Short Fund, discusses the launch of the fund as well as its strategy and approach.

In April the Japanese TOPIX and Nikkei 225 indices faced declines, primarily driven by the downturn in U.S. semiconductor stocks and escalating tensions in the Middle East. In particular, the Nikkei 225 experienced a significant drop mid-month, although by the end of the month it had begun to recover as foreign investors increased their cash stock purchases, alongside active retail investor participation.