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News
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his comments on the results of the Bank of Japan's recent quarterly 'Tankan' Survey.
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News
Japanese Government Bonds Hold Steady as BoJ Meets on Policy
Date: 3rd October 2025
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his comments with the media on the Bank of Japan's recent Monetary Policy Meeting.
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News
Market Review for September 2025
Date: 2nd October 2025
In September 2025, the Japanese stock market extended its rally for a sixth consecutive month, with the TOPIX and Nikkei 225 gaining 2.0% and 5.2% respectively. Read our review of this Japanese market for the past month here.
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Press Release
Citywire Selector - Exclusive: SuMi Trust names Takahiro Kobayashi as new CEO
Date: 1st October 2025
[External Link] In this exclusive piece published by Citywire Selector we at SuMi TRUST AM are proud to announce Takahiro Kobayashi as our new CEO.
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Insights
Letter from SuMi TRUST AM - J-REIT Market Poised for Upswing
Keigo Mitsuishi, Portfolio Manager
Date: 15th September 2025
SuMi TRUST AM's Keigo Mitsuishi states the case for a return to form for Japan's Real Estate Investment Trusts.
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News
Market Review for August 2025
Date: 12th September 2025
In August 2025, the Japanese stock market hit record highs, driven by solid earnings, stronger-than-expected GDP data, and expectations of a U.S. rate cut, with the TOPIX and Nikkei 225 indices gaining for a fifth consecutive month, rising by 4.5% and 4% respectively.
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Press Release
Notice Regarding SuMi TRUST AM’s Sponsorship of the PRI in Person 2025 Conference in São Paulo
Date: 28th August 2025
Sumitomo Mitsui Trust Asset Management Company Limited is pleased to announce that it will participate as a sponsor in the Principles for Responsible Investment (PRI) annual conference to be held in São Paulo in November 2025.
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News
Market Review for July 2025
Date: 4th August 2025
In July, Japan's stock market continued its upward momentum, with the Nikkei 225 rising by 1.4%, briefly surpassing 42,000 yen at one stage, and the TOPIX rising 3.2%, marking a four-month streak of gains.
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Insights
Letter from SuMi TRUST - The Bond Vigilante in Japan
Date: 1st August 2025
In March 2024, the Bank of Japan ended a significant era of monetary easing, which began in April 2013, by lifting its negative interest rate policy and abolishing yield curve control. As financial authorities aim to normalize monetary policy, Japan's economy is gradually returning to a world of positive interest rates - but not without its challenges.
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Insights
Letter from SuMi TRUST AM – Japan Outlook in Second Half of 2025
Date: 24th July 2025
Welcome to SuMi TRUST AM's Outlook for H2 2025. In this article Hiroyuki Ueno and Katsutoshi Inadome give their insights into the outlook for the Japanese Economy, Monetary Policy and Stock Market going into the second half of 2025.