News & Insights

SuMi TRUST Senior Strategist, Katsutoshi Inadome, shares his thoughts and expectations about the Bank of Japan's monthly meeting.

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.

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.

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.