BDI recovers: Has global manufacturing bottomed out?

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

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.

Global economy to turn around from 2H 2019 onwards

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

Infrastructure spending will help the global economic recovery

Yutaka Uda comments on the Japanese FY2019 budget.

Development on US-China trade talks to trigger a miraculous jump for the market

Yutaka Uda discusses the potential for the Japanese economy to regain momentum.

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.

The New Immigration Law – Another Step Towards New Japan

The domestic market recovered slightly in November despite the lack of any good news. Investors were disappointed about the lack of results from the APEC forum, with no notable progress made regarding the trade dispute between the US and China.

Japanese companies have strength to deliver profits

In October, the market declined due to rising interest rates in the US and increased fears about a future deterioration of the US and global economy. The market fell after the US market plummeted following the release of weak housing statistics amid a worrying quarterly earnings season.

Japan on the road to growth – Understanding the mission and values of companies

Abenomics has inspired fundamental changes. According to Mitsuhiro Yuasa, director of Tokyo-based Rheos Capital Works, the emergence of new technologies will contribute to economic growth.

A Bright Future for Japanese Equities

Yutaka Uda, portfolio manager of the E.I. Sturdza Nippon Growth (UCITS) Fund discusses the opportunities available in the Japanese equity market over the short and long term.