News & Insights

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.