News & Insights

Here we examine the evolving relationship between companies, asset management firms and activists in the context of exercising voting rights in the Japanese market.

Letter from SuMi TRUST AM – Japan Outlook for the First Half of 2025

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.

[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.

As the number of foreign tourists coming to Japan swells and shows no signs of stopping typical destinations like Kyoto are feeling the strain. In an effort to support this ever growing industry, less well-trodden areas, like Okinawa, are improving their tourism infrastructure and attractions.

In recent years, Tokyo's office market has seen significant growth and development, attracting considerable investor attention. This article will introduce some of these diverse business hubs that make Japan’s capital a prime destination for investors.

Letter from SuMi TRUST - Prospects for the Japanese Stock Market After Its Major Shakeup

In this article Katsunori Ogawa, Chief Portfolio Manager of Sakigake High Alpha, addresses the flurry of activity by US cloud computing companies building new data centres in Japan. Read on to find out about the roughly 4 trillion yen that has been committed to investment in data centres in Japan and the wider impact this may have on Japan's economy and infrastructure.

Letter from SuMi TRUST AM: Factor Investment in the Japanese Equity Market – Current Environment and Investment Strategies