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Article
11/03/2026

Yen movements and long-term rates: The calm before the storm?

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - March 2026

5 min read time
Iran Cov2
Article
09/03/2026

Nikkei average plunges on surging oil prices and weak US employment data

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - March 2026

3 min read time
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Article
09/02/2026

Takaichi rolls the dice and wins big

Author Sumitomo Mitsui DS Asset Management

Market Insights - February 2026

4 min read time
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Article
05/02/2026

Guess who’s back? Putting the yen’s recent surge in context

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - February 2026

4 min read time
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Article
06/01/2026

A look back at long-term yields in 2025: What happened, and what to expect for 2026?

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - January 2026

6 min read time
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Article
09/12/2025

Is Japan’s ‘triple depreciation’ an opportunity for investors?

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - December 2025

7 min read time
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Article
05/11/2025

Great expectations: What to make of the ‘Takaichi trade’ so far?

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - November 2025

5 min read time
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Article
28/10/2025

What happens when equities valued for a deflationary environment meet rising rates?

Author Hisashi SHIRAKI

Chart of the month - October 2025

4 min read time
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Article
27/10/2025

Japan Weeks - Investment Seminar 2025

Author Sumitomo Mitsui DS Asset Management

Event Insights - October 2025

9 min read time
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Article
06/10/2025

A new dawn for Japan

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - October 2025

9 min read time
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Article
15/09/2025

A new TOPIX: the underappreciated puzzle piece in Japan’s equity market reform efforts

Author Sumitomo Mitsui DS Asset Management

Japan's primary stock index, the TOPIX, is undergoing a major transformation. A multi-year restructuring programme is set to almost halve the number of its constituent companies by 2028, creating a more concentrated and globally competitive benchmark.

7 min read time
Chart Of The Month Template Copy
Article
11/09/2025

Sifting for the signal amongst too much noise

Author Hisashi SHIRAKI

Chart of the month - September 2025

6 min read time
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Article
08/09/2025

With Ishiba’s resignation confirmed, what happens next?

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - September 2025

8 min read time
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Article
01/09/2025

After Ishiba: Japanese Politics at the Crossroads

Author Sumitomo Mitsui DS Asset Management

Japan Market Insights - September 2025

4 min read time

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