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[EXTERNAL LINK] SuMi TRUST's Katsutoshi Inadome recently commented on his expectations for the Bank of Japan's monetary policy in 2024.
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Business Sentiment Up Among Japan's Big Manufacturers
Date: 21st December 2023
[EXTERNAL LINK] Hiroyuki Ueno, Senior Economist at SuMi TRUST, recently shared his perspective on the Bank of Japan's Tankan survey and what this means for the manufacturing sector in Japan.
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Market Review for November 2023
Date: 7th December 2023
The Japanese equity market rallied in November with TOPIX fall up by 5.4% and the Nikkei 225 up by 8.5%. The decline in both domestic and international long-term interest rates led to a rebound in growth stocks. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
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Asian AM Giants take Minority Stakes in ESG Boutique
Date: 9th November 2023
[EXTERNAL LINK] News of the strategic partnership between Sumitomo Mitsui Trust Asset Management Co., Ltd. and Osmosis (Holdings) Limited ) has been featured in Citywire Selector, Wealth Briefing and Funds Global Asia.
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Press Release
SuMi TRUST AM and Osmosis (Holdings) Limited Enter into Legally Binding Agreement for Strategic Partnership
Date: 7th November 2023
Sumitomo Mitsui Trust Asset Management Co., Ltd. (“SuMi TRUST AM”) and Osmosis (Holdings) Limited (“Osmosis”), a UK-based sustainable investment manager specialising in a resource efficient strategy, have entered into a legally binding agreement to form a strategic partnership. This follows the 7 July announcement* of a non-legally binding agreement.
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Market Review for October 2023
Date: 2nd November 2023
The Japanese equity market saw TOPIX fall by 3% while the Nikkei 225 slid by 3.1%. US bond yields and rising tensions in the Middle East weighed on the Japanese equity market in October. Large cap stocks outperformed in the beginning of the month but small and mid cap stocks dominated towards the end of the month.
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A Top Japan Fund Manager Snaps Up Chip Stocks on AI, EVs Demand
Date: 27th October 2023
[EXTERNAL LINK] In an interview with Bloomberg, SuMi TRUST's Chief Portfolio Manager of the Sakigake High Alpha Strategy, Katsunori Ogawa, discusses his plans to boost investment in semiconductor-related stocks amidst the soaring demand for artificial intelligence and electric vehicles.
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Deep Dive: Pressure on High Yield Bonds is 'Easing' as Hiking Cycle nears Peak
Date: 10th October 2023
[EXTERNAL LINK] SuMi TRUST's Senior Strategist, Katsutoshi Inadome, features in Investment Week and discusses Japan's lack of high yield bonds amidst the Bank of Japan's current policies.
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Market Review for September 2023
Date: 4th October 2023
The Japanese equity market saw TOPIX hit its highest level since March 1990, while the Nikkei 225 slid for the third consecutive month. Expectations for further US rate hikes fell in the first half of the month, providing a boost for Japanese equities. However in the second half of the month the Federal Open Market Committee members raised their policy rate projections amidst strong US economic indicators, causing Japanese equities to slide.