BDI recovers: Has global manufacturing bottomed out?

Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.

Federal Reserve provides a degree of certainty to market

Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.

Consumption tax hike unlikely to constitute risk for economy

Yutaka Uda believes that the Japanese market has the potential to catch up with other major markets.

The Fed – playing a big role for the market

Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Change on the horizon? Japan’s “Reiwa” Era to start in May

Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.

Global economy to turn around from 2H 2019 onwards

Yutaka Uda comments on the importance of fiscal policies in the current economic environment.

The team continue to focus on individual growth companies

Mitsuhiro Yuasa comments on the importance of "looking at a tree not a forest".

Infrastructure spending will help the global economic recovery

Yutaka Uda comments on the Japanese FY2019 budget.

We find and invest in growth opportunities as always. This time, it’s 5G.

Mitsuhiro Yuasa is feeling positive towards the Japanese market.

Sticking with good quality and growing companies

Mitsuhiro Yuasa puts the stock market's performance in December in context and comments on the Fund's current positioning.

Decisive fiscal stimulus to be implemented by government

Yutaka Uda comments on Prime Minister Abe's pursuit of higher economic growth and the respective means adopted.