News & Insights

[EXTERNAL LINK] SuMi TRUST AM's Senior Strategist, Katsutoshi Inadome shares his view on the Bank of Japan's bond-buying decisions and the state of the yen.

[EXTERNAL LINK] In this article with Asia Asset Management, SuMi TRUST AM's Shu Iwao, Chief Portfolio Manager of the Japan Equity Multi-Factor Long-Short Fund, discusses the launch of the fund as well as its strategy and approach.

In April the Japanese TOPIX and Nikkei 225 indices faced declines, primarily driven by the downturn in U.S. semiconductor stocks and escalating tensions in the Middle East. In particular, the Nikkei 225 experienced a significant drop mid-month, although by the end of the month it had begun to recover as foreign investors increased their cash stock purchases, alongside active retail investor participation.

In March Japanese equities continued their strong performance. The Nikkei 225 briefly reached the 41,000 yen level before returning to hover around the 40,000 yen mark. Gains were centred around large cap value stocks with foreign investors remaining net buyers of Japanese equities for the third month running.

[EXTERNAL LINK] SuMi TRUST AM's Chief Strategist, Katsutoshi Indome's comments on the Bank of Japan's monetary policy shed light on the direction of Japan's economy.