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2021 Japan Equity Outlook
SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...
https://emea.nikkoam.com/articles/2021/japan-equity-outlook-2021 -
2022 Japan Equity Outlook: ESG to bring Japan to the fore
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
https://emea.nikkoam.com/articles/2022/japan-equity-outlook-2022 -
2023 Japan equity outlook
SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.
https://emea.nikkoam.com/articles/2023/japan-equity-outlook-2023 -
Why we should pay special attention to Japan’s Q4 capex surge
SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...
https://emea.nikkoam.com/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024 -
From success story to cautionary tale: Assessing Japan’s vaccination effort
SHARE THIS Until recently, Japan was lauded as one of the few countries that successfully limited the COVID-19 outbreak. However, more than a year into the pandemic, Japan’s slow vaccine rollout is coming under increased scrutiny with the country...
https://emea.nikkoam.com/articles/2021/japan-vaccination-effort -
A year later: five reasons we're still bullish on Japan
SHARE THIS In March 2024, after the Nikkei Index reached an all-time high, we offered five structural reasons why Japan's economic resurgence was more than just a flash in the pan. Almost a year later, those five reasons remain just as relevant for...
https://emea.nikkoam.com/articles/2025/five-reasons-were-still-bullish-on-japan-february-2025 -
How Japan can safeguard against US tariffs
SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...
https://emea.nikkoam.com/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025 -
Home advantage: three reasons why Japan’s resurgence is no flash in the pan
SHARE THIS Now that the Bank of Japan has exited its unconventional policy measures, particularly negative interest rates, the key question among global investors, especially those who remember Japan’s years of stop-start recovery attempts, is whether...
https://emea.nikkoam.com/articles/2024/home-advantage-three-reasons-why-japans-resurgence-2024 -
Dispelling negative notions about Japan amid its increasing importance
SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...
https://emea.nikkoam.com/articles/2021/dispelling-negative-notions-about-japanmid-its-increasing-importance -
Japan primed for resurgence after a turnaround year
SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...
https://emea.nikkoam.com/articles/2023/japan-primed-resurgence-after-turnaround-year -
Shift to secular growth could be a “real deal” moment for Japan equities
SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...
https://emea.nikkoam.com/articles/2023/shift-to-secular-growth-could-be-a-real-deal-moment-for-japan-equities -
Further improving Japan’s equity culture and wealth
SHARE THIS Japan’s economy should boom after the Olympics burden passes. Its stock market will likely rebound sharply too, but one item that has limited Japan’s equity culture, and thus, its wealth, especially for wary pensioners, is overly...
https://emea.nikkoam.com/articles/2021/further-improving-japan-equity-culture -
The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend
SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.
https://emea.nikkoam.com/articles/2021/japan-market-upside-potential -
Beyond the pandemic: Identifying sources of alpha in Japan
SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...
https://emea.nikkoam.com/articles/2021/identifying-sources-of-alpha -
BOJ hikes amid trade uncertainty: focus on AI’s indirect role in risk reduction
SHARE THIS The BOJ increased overnight rates by 25 basis points, raising the Mutan call rate to its highest since 2008. The decision reflects the BOJ's belief that the economy is performing in line with its view, with positive real wage growth and an...
https://emea.nikkoam.com/articles/2025/boj-hikes-amid-trade-uncertainty-2025 -
Japan Equity Monthly - April 2021
SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-april-2021 -
Significant value waiting to be unlocked in Japan
SHARE THIS The COVID-19 pandemic has triggered changes in Japan that would have taken many years to initiate in less turbulent times. We believe there is significant value to be unlocked under such circumstances.
https://emea.nikkoam.com/articles/2020/significant-value -
Japan Equity Monthly - June 2021
SHARE THIS We discuss what global inflation could mean for Japan, with the country having struggled extensively with deflation; we also assess the BOJ‘s plan to boost funding for mitigating climate change and what that could mean in the longer run from...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-june-2021 -
Japan Equity Monthly - December 2020
SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-december-2020 -
“Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities
SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...
https://emea.nikkoam.com/articles/2023/2310-bold-and-fundamental-changes
