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Insights
SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, looks at inbound tourism in Japan in a post-Covid world and what is holding back the recovery of tourism from China.
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News
Market Review for July 2023
Date: 1st August 2023
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.
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News
Global Stocks Rally as ECB Joins Fed in Lifting Rates
Date: 27th July 2023
[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.
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Insights
Why Japan’s Gaming Industry is One to Watch
Tatsuya Suzuki, Chief Portfolio Manager – Japan Quality Growth Strategy
Date: 24th July 2023
SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the competitive edge of Japan's gaming industry and his top gaming stocks.
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News
Japanese Equities Increasingly Exhibit Low Volatility Compared to US
Date: 21st July 2023
[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.
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Insights
Monetary Policy to Remain Steady – BOJ’s July Meeting
Katsutoshi Inadome, Senior Strategist
Date: 21st July 2023
Will the Bank of Japan finally change course on its monetary easing policy? Or will it hold steady? Senior Strategist Katsutoshi Inadome shares his expectations for the Bank of Japan's upcoming monetary policy meeting.
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News
Investors see Japanese Equities Shining Brighter on Attractive Valuations
Date: 20th July 2023
[EXTERNAL LINK] Kuniyuki Sugihara, senior portfolio manager at SuMi TRUST, shares his outlook for the Japanese stock market following it's recent rally.
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Insights
SuMi’s Updated Annual Corporate Earnings Forecast for Summer 2023
Date: 20th July 2023
SuMi TRUST has updated its annual corporate earnings forecast before the Q2 earnings announcement season which will kick off in late July. SuMi TRUST anticipates that Japanese companies to post positive earnings growth for the FY 2023 and FY 2024. Read this article for a full sector-wide review.
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Press Release
SuMi TRUST AM and Osmosis into Basic Agreement for Strategic Partnership
Date: 7th July 2023
Sumitomo Mitsui Trust Asset Management Co., Ltd. (“SuMi TRUST AM”) together with Osmosis (Holdings) Limited (“Osmosis”) hereby announce that they have entered into a non-binding agreement for a strategic partnership, under which SuMi TRUST AM and Osmosis intend to collaboratively develop new products and strategies.