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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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Insights
Participating in India’s Growth through Japanese Equity
Tatsuya Suzuki, Chief Portfolio Manager - Japan Quality Growth Strategy
Date: 28th June 2023
SuMi TRUST's Tatsuya Suzuki introduces Japanese stocks that are well positioned to capture the opportunities arising from India's outstanding potential.
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Insights
Status Quo Likely the Way to Go – BOJ’s June Meeting
Katsutoshi Inadome, Senior Strategist
Date: 14th June 2023
SuMi TRUST Senior Strategist, Katsutoshi Inadome, shares his thoughts and expectations about the Bank of Japan's monthly meeting.
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Insights
Japanese Equities Show Decreasing Volatility
Katsunori Ogawa, Chief Portfolio Manager - Sakigake High Alpha Strategy
Date: 6th June 2023
SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, explores how Japanese equities have shown decreasing volatility and a high risk-return efficiency in comparison to US equities.
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Insights
Resurrection of Small Caps
Akimichi Oi, Senior Investment Director
Date: 5th June 2023
After several years of Japanese small cap underperformance against their large cap peers, small cap stocks have started to play catch-up from Q2 2023. In this article, Senior Investment Director Akimichi Oi reviews the historical relationship between the relative valuation and performance of small caps against large caps; and displays how its outperformance is likely to continue given the relative undervaluation of small caps.
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Insights
Three Reasons the Nikkei 225 has Soared to a 33-year High
Date: 23rd May 2023
Japan’s Nikkei 225 index recently reached its highest level since August 1990 on the back of foreign buying and locally driven corporate governance improvements. As such investors’ views on Japanese equities have been changing. In this article, we would like to introduce the three reasons the Nikkei 225 index has jumped up recently.
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Insights
Is Japanese Digital Content Ready to Take Over the World?
Satoshi Marui, Chief Portfolio Manager - Japan Small Cap Strategy
Date: 10th May 2023
SuMi's Coffee Break Column: Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, talks VTubers, Animation and Japanese cultural exports in this piece on how digitalisation is paving the way for Japanese content in our increasingly globalised world.
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Foreign Visitors Return to Japan
Katsunori Ogawa, Chief Portfolio Manager - Sakigake High Alpha Strategy
Date: 27th April 2023
SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha Strategy, explores the promising economic opportunities in sight as the number of foreign visitors to Japan begins to recover following the COVID-19 pandemic.
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Insights
Wage Increases in Japan
Hiroyuki Ueno, Chief Strategist
Date: 14th April 2023
Chief Strategist Hiroyuki Ueno explores the trend of increasing wages in Japan and the challenge this poses for small and medium-sized enterprises.