News & Insights

[EXTERNAL LINK] Hiroyuki Ueno, Chief Strategist at SuMi TRUST, recently shared his perspective on the growth drivers behind the Japanese stock market ahead of the preliminary GDP figure announcement.

[EXTERNAL LINK]  In Wealth Briefing Asia SuMi TRUST's Chief Strategist, Hiroyuki Ueno, discusses his outlook for the Japanese stock market ahead of the release of Japan's preliminary GDP figures.

The Japanese stock market continued its rally in July, with TOPIX up 1.5% and the Nikkei 225 down only 0.1%. The Bank of Japan surprised markets at the month-end with a tweak to its yield curve control policy, which lead the yen to spike up. However optimism surrounding the US market spread to Japanese equities.

[EXTERNAL LINK] In this article with The Financial Times, Katsutoshi Inadome, Senior Strategist at SuMi TRUST, recently shared his thoughts on the Bank of Japan's monetary policy amidst recent rate hikes by the Federal Reserve and European Central Bank.

[EXTERNAL LINK] In this article with Trustnet, Katsunori Ogawa, chief portfolio manager of the Sakigake High Alpha Fund, explores the reversal of volatility when comparing Japanese and US equities, and the background behind this change.

[EXTERNAL LINK] Kuniyuki Sugihara, senior portfolio manager at SuMi TRUST, shares his outlook for the Japanese stock market following it's recent rally.