February 2025
Opinion

Market Matters with Megumi Takayama from Chikara Investments
CCJI’s Megumi Takayama tells us where she’s most bullish within Japanese stock markets…
20 Feb
20 Feb
Features

The 5 trends driving Japanese stocks in 2025
Between a new PM, sustained inflation and interest rate hikes, Japan wasn't short on key macro developments last year...
10 Feb
10 Feb
January 2025
Features

SWCC Showa: rewiring Japan
Discover the company revitalising Japan’s outdated power network. And how one of the country’s rare female bosses transformed the traditionalist engineering firm into an innovation powerhouse. Financial journalist Joji Sakurai explains more...
10 Jan
10 Jan
Fund Research

Schroder Japan
SJG has outperformed the index in Masaki’s first five years in charge…
29 Jan
29 Jan
December 2024
Strategy

The little trust that could
A plucky performance saw this small cap trust end the year ahead of a strong pack in our annual top picks challenge...
20 Dec
20 Dec
Features

Baillie Gifford Japan Trust: manager insights
Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI...
13 Dec
13 Dec
Fund Research

JPMorgan Japanese
Following the combination with JSGI, JFJ is the largest and lowest-cost trust in the AIC Japan sector…
23 Dec
23 Dec
Fund Research

Fidelity Japan
FJV’s wider-than-average discount could present an attractive entry point as economic pressures ease…
09 Dec
09 Dec
July 2024
Strategy

Balancing act
We ask why trusts with a more flexible approach have outperformed…
17 Jul
17 Jul
Strategy

Things can only get better
Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...
10 Jul
10 Jul
Trusts in focus

Trusts in Focus: Schroder Japan
We turn the spotlight on the new enhanced dividend and discount management policy for SJG...
02 Jul
02 Jul
Market Insight

Value remains in the Japanese stock market
Despite reaching a 34-year high, it may have more room to run...
01 Jul
01 Jul
Features

Baillie Gifford Shin Nippon: high growth at low prices
Praveen Kumar, manager of Baillie Gifford Shin Nippon, discusses the trust’s innovative approach to uncovering growth in Japan's overlooked sectors and what this means for investors...
19 Jul
19 Jul
Features

Japan’s online banking revolution
In a country where cash has long been king, fintech innovators are at last shaking up old habits. Matthew Brett, manager of The Baillie Gifford Japan Trust, tells Joji Sakurai about three disrupters loosening the grip of the country’s traditional megabanks...
19 Jul
19 Jul
Features

Baillie Gifford Japan Trust: webinar 2024
Uncover the future of Japan's economy and stock market through Baillie Gifford Japan Trust's expert analysis. Matthew Brett explores analysis of Japan's economic resurgence and market highs...
05 Jul
05 Jul
June 2024
Features

Baillie Gifford Shin Nippon: Manager Insights
Praveen Kumar, manager of Baillie Gifford Shin Nippon, provides an update on recent performance, observations on the market environment and explains why he remains optimistic...
28 Jun
28 Jun
Fund Research

JPMorgan Japanese
JFJ’s highly active approach has seen a number of new, high-conviction growth businesses added to the portfolio amid attractive valuations…
18 Jun
18 Jun
April 2024
Trust Issues

The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
09 Apr
09 Apr
Features

Schroder Japan Trust plc: Can the Japanese stock market continue to scale new heights?
Why now is a particularly exciting environment for active, high conviction stock pickers in the region...
26 Apr
26 Apr
Fund Research

Baillie Gifford Shin Nippon
BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper…
26 Apr
26 Apr
Fund Research

CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research

JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
News

Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr