Insights
Wage Increases in Japan
Chief Strategist Hiroyuki Ueno explores the trend of increasing wages in Japan and the challenge this poses for small and medium-sized enterprises.
Image
Image
Image
News
Asia’s Economic Outlook for 2023
[EXTERNAL LINK] Yoshiki Takeda, Senior Portfolio Manager of the SuMi TRUST Active Asian Equity strategy, joins a roundtable of economists to discuss Asia's growth potential amidst the rise in recent geopolitical issues in the latest article by The Banker.
Image
News
Market Review for March 2023
TOPIX rose for the third consecutive month. The Japanese equity market rallied in the beginning of the month on expectations of a steady recovery in economic activity in China. However, it fell sharply on concerns over the financial system in the U.S. and Europe.
Image
Press Release
SuMi TRUST appoints Katsutoshi Inadome as Senior Strategist
SuMi TRUST, one of the largest asset managers in Asia ($624bn AUM), has appointed Katsutoshi Inadome as senior strategist. Katsutoshi will be based in the firm’s Tokyo headquarters where he will work alongside chief strategist Hiroyuki Ueno.
Image
News
Tech remains top call for Japan small-cap chief despite tough 2022
[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap strategy, recently spoke to CityWire Selector's Ian Heath about the tough year for tech and why it remains a key sector in addressing long-term problems in Japan.
Image
News
Focus On Investment Opportunities In Japan
[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, recently spoke to Wealth Briefing Asia to discuss the outlook for Japan and investment opportunities in the region.
Image
Insights
Bank of Japan: Governor Kuroda's Last Monetary Policy Meeting
The Bank of Japan's upcoming Monetary Policy Meeting will be the last of Governor Kuroda's tenure before Kazuo Ueda takes over his position as the new governor. In this article, Senior Strategist Katsutoshi Inadome explores the current environment of the bond market and the outlook for Japan's monetary policy.
Image
Insights
Factor Investments: Regional Strategy Enhances Alpha
We are convinced that an investor could expect to benefit from investing in regional factor strategies, at least in Japan, that reflect the specific nature of each region instead of global factor indices aiming to benefit from factor premium with a uniform set of factors.
Image
News
Market Review for February 2023
TOPIX posted a positive return for two consecutive months. U.S. employment data for January and the U.S. Wholesale Price Index for January reduced expectations for a hike in U.S. interest rate hikes, which boosted the Japanese equity market.