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News
[EXTERNAL LINK] SuMi TRUST's Chief Strategist, Katsutoshi Inadome shares his views on the likelihood of an interest rate hike ahead of the Bank of Japan's monetary policy meeting.
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Insights
Factor Investment in the Japanese Equity Market
Junichi Arima, Chief Portfolio Manager, Japanese Quantitative Strategies
Date: 26th July 2024
Letter from SuMi TRUST: Factor Investment in the Japanese Equity Market – Current Environment and Investment Strategies
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Japan's Sustainable Tourism Boom
Date: 26th July 2024
[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.
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Insights
The Impact of the Proposed TOPIX Revisions
Hiroyuki Ueno, Chief Strategist
Date: 15th July 2024
Letter from SuMi TRUST: Chief Strategist Hiroyuki Ueno explains the proposed revisions to the Tokyo Stock Exchange Stock Price Index (TOPIX) and what this means for companies and investors.
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Insights
SuMi’s Coffee Break Column – Improving Shareholder Returns: Shame Culture and the Group Mentality in Japan
Katsunori Ogawa, Chief Portfolio Manager of Sakigake HA
Date: 15th July 2024
In the past, observers have called the Japanese hypersensitive to the expectations of (and potential for criticism from) those around them. In this article we argue that in a country traditionally slow to change, this group mentality is working as a force for positive change in improving shareholder returns.
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Insights
Highlights for Japanese Equities in the 2nd Half of 2024
Hiroyuki Ueno, Chief Strategist
Date: 12th July 2024
Chief Strategist Hiroyuki Ueno shares SuMi TRUST's outlook on Japanese equity highlights for the second half of 2024.
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Market Review for June 2024
Date: 1st July 2024
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.
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Save the Date: The FSA’s “Japan Weeks 2024”
Date: 19th June 2024
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.
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News
Bank of Japan to Scale Down Huge Bond-buying Programme
Date: 14th June 2024
[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.