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・The 5G experience is coming to Japan - 5G trial servicing to start
・New base stations to accelerate the spread of 5G
・Actions taken by telecoms companies
・5G related stocks in Japan
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The Bank of Japan Monetary Policy Meeting
Date: 30th September 2019
The Bank of Japan Monetary Policy Meeting (18th - 19th September 2019)
The Bank of Japan will hold its Monetary Policy Meeting in the middle of this month. In this report, we will share our outlook for BOJ, impact on the financial markets, impact of the higher consumption tax, as well as risk scenario.
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Impact of US-China Trade Frictions on Japanese Companies
Date: 31st August 2019
This report looks at the earnings forecast for FY2019 and FY2020 and the impact of US-China trade frictions on Japanese Companies
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Stock Market Outlook
Date: 30th July 2019
Four reasons why Japanese Equities should rally towards the year end
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Japan’s Cashless Society
Date: 5th July 2019
The Japanese government announced that it will support the promotion of cashless services ahead of Tokyo Olympics and Paralympics in 2020 as well as the Osaka Expo in 2025. In this report, we will discuss the development of a cashless society in Japan as well as related stock picks.
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The Worldfolio - Interview with SMTAM
Date: 10th June 2019
The Worldfolio sits down with Yoshio Hishida (President & CEO), Mototsugu Oota (Head of REIT Team) and Masumi Ishida (Chief Fund Manager) to discuss the advantages brought about by this merger, Japan’s booming REIT market and the vision of SMTAM for its future.
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ESG Collaboration with Legal & General Investment Management
Date: 10th June 2019
Sumitomo Mitsui Trust Asset Management Co., Ltd. has agreed to collaborate with Legal & General Investment Management, a subsidiary of the Legal & General Group, a major U.K. life insurer, on ESG activities.
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Market Review for May 2019
Date: 4th June 2019
TOPIX ended down 6.53% on April end. The market fell due to reheated concerns over prolonged US-China trade wars following the news of a breakdown in US-China trade talks. The concerns were fuelled further by the news of the US’s additional tariff on imports from China and the ban on exports to Huawei. Under these circumstances, the Japanese yen has appreciated against USD, which also weakened investors’ sentiment.
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From Heisei to Reiwa
Date: 30th May 2019
1. Earnings forecast for FY 2019
2. From Heisei to Reiwa - assuming the challenges and the legacy
May 2019 marks the start of a new era, Reiwa. The 30 years of Heisei left Japan with heavy tasks and issues both in economic and corporate management. But looking back, it has not been all about the “lost” and “strayed”. The Heisei era displayed Japan’s economic endurance, tenacity and flexibility. It also made “new gains” and “held its own” during the era.