Insights
Japanese stocks can coexist with a strong yen
Letter from SuMi TRUST AM - In this article we discuss how Japanese stocks can coexist with a strong yen
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Insights
The Current State of the 2024 Logistics Crisis
Re-framing the looming crisis in the Japanese logistics industry caused by labour shortages as an opportunity for consolidation, partnerships and improved sustainability.
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Insights
Coffee Break Column – Lean On Me - The Evolution of Robots from Production Tools to Emotional Companions
In this article Chief Portfolio Manager Katsunori Ogawa examines the pivotal role that Japan is playing in the robotics industry as robots begin to fulfil humans' emotional needs in addition to more utilitarian use cases.
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Insights
Initiative on Work Style Reform at Itochu Corp: A Stewardship Perspective on Japanese Corporate Work Style Reform
Here, we will explore the challenges related to work styles in Japan and the initiatives undertaken by Japanese corporations, with a special focus on the case of Itochu Corporation.
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Insights
Coffee Break Column – Hitachi: How the obstinate titan reclaimed favour
Once dubbed a "sinking giant" wrestling with substantial losses, Hitachi was awarded the scarlet letters of JTC- ‘Japanese Traditional Company’. In this article we will explore Hitachi’s remarkable transformation.
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Insights
Coffee Break Column – Discovering A New Tokyo Through Designer Toilets
Unveiling Shibuya’s Hidden Gems
Have you heard of the 'THE TOKYO TOILET SHUTTLE TOUR' in Shibuya? This tour takes about two hours, and participants visit eight to nine designer toilets. These destinations include unique public restrooms designed by internationally renowned architects and designers such as Tadao Ando and Kengo Kuma.
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Insights
Exercise of Voting Rights: Activist Investors and Takeover Defence Measures from an Asset Manager's Perspective
Here we examine the evolving relationship between companies, asset management firms and activists in the context of exercising voting rights in the Japanese market.
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Insights
Japan Market Outlook 2025
Letter from SuMi TRUST AM – Japan Outlook for the First Half of 2025
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Insights
Coffee Break Column – Japan to Showcase Green Transformation at the Horticultural Expo 2027, Yokohama
The Horticultural Expo 2027, Yokohama. This huge event is expected to draw 15 million visitors and showcase Japanese horticulture to the world. As part of this wider mission, we are keen to see how the Expo will spotlight green transformation (GX) at its Urban GX Village pavilion.
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Insights
Navigating the Chip Wars: Japan seizes its moment amid U.S.-China Tensions
[External Link] Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM explains how Japanese semiconductor firms are poised for success.