News
Impact of US-China Trade Frictions on Japanese Companies
This report looks at the earnings forecast for FY2019 and FY2020 and the impact of US-China trade frictions on Japanese Companies
Image
Image
Image
Image
News
Japan’s Cashless Society
The Japanese government announced that it will support the promotion of cashless services ahead of Tokyo Olympics and Paralympics in 2020 as well as the Osaka Expo in 2025. In this report, we will discuss the development of a cashless society in Japan as well as related stock picks.
Image
Press Release
SuMi TRUST - “Fund House of the Year Japan” 2019 AIAM Awards
Sumitomo Mitsui Trust Asset Management (SuMi TRUST) was selected as “Fund House of the Year Japan” in the Asian Investor Asset Management Awards 2019.
Image
Insights
The Land of the Rising Profit
With its stable governance, steady investment yield and approximately four-percent net operating income, the Japanese real estate market boasts strong fundamentals. As the 2020 Tokyo Olympics draws closer, is this the time to invest in Japan?
Image
News
The Worldfolio - Interview with SMTAM
The Worldfolio sits down with Yoshio Hishida (President & CEO), Mototsugu Oota (Head of REIT Team) and Masumi Ishida (Chief Fund Manager) to discuss the advantages brought about by this merger, Japan’s booming REIT market and the vision of SMTAM for its future.
Image
News
ESG Collaboration with Legal & General Investment Management
Sumitomo Mitsui Trust Asset Management Co., Ltd. has agreed to collaborate with Legal & General Investment Management, a subsidiary of the Legal & General Group, a major U.K. life insurer, on ESG activities.
Image
News
Market Review for May 2019
TOPIX ended down 6.53% on April end. The market fell due to reheated concerns over prolonged US-China trade wars following the news of a breakdown in US-China trade talks. The concerns were fuelled further by the news of the US’s additional tariff on imports from China and the ban on exports to Huawei. Under these circumstances, the Japanese yen has appreciated against USD, which also weakened investors’ sentiment.
Image
News
From Heisei to Reiwa
1. Earnings forecast for FY 2019
2. From Heisei to Reiwa - assuming the challenges and the legacy
May 2019 marks the start of a new era, Reiwa. The 30 years of Heisei left Japan with heavy tasks and issues both in economic and corporate management. But looking back, it has not been all about the “lost” and “strayed”. The Heisei era displayed Japan’s economic endurance, tenacity and flexibility. It also made “new gains” and “held its own” during the era.