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Nikko AM Japan Value Fund Rated by RSMR
SHARE THIS Nikko AM Japan Value Fund Rated by RSMR Following a rigorous due diligence process, the Nikko AM Japan Value Fund has received an RSMR Rating. The Fund is now one of only 300 RSMR Rated funds, selected from an Investment Association universe...
https://emea.nikkoam.com/articles/2023/japan-value-fund-rated-by-rsmr -
What the return of interest rates means for Japan
SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...
https://emea.nikkoam.com/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan -
Why Japan’s CPI remains low when other economies grapple with inflation
SHARE THIS As the global economy takes steps to recover from the pandemic, prices have steadily risen around the world. Japan, however, remains an exception among the major economies. The country’s headline CPI did tick up in October, but at a very...
https://emea.nikkoam.com/articles/2021/japan-cpi-remains-low -
Japan’s “show me the money” corporate governance: 1Q record high
SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-1q -
Less may be more in Japan’s LDP leadership contest
SHARE THIS There is one major thing to keep in mind going into Japan’s upcoming leadership contest for the ruling Liberal Democratic Party (LDP)—the country’s looming general election. The ruling party’s chief concern is to select a candidate who can...
https://emea.nikkoam.com/articles/2024/less-may-be-more-in-japans-ldp-2024 -
Japan Equity Monthly - January 2021
SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-january-2021 -
Politics, governance reform and engagement opportunities in Japan equities
SHARE THIS Following the surprise result of the snap election in October 2024, Japanese politics has entered a very unique phase. We discuss how the fluid political situation could positively impact the Japanese market, which is already feeling the...
https://emea.nikkoam.com/articles/2025/politics-governance-reform-japan-equities-2025 -
Japan’s “show me the money” corporate governance: 2Q record high
SHARE THIS The just-released 2Q CY22 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-2q -
Japan’s “show me the money” corporate governance: 3Q, another record high
SHARE THIS The just-released 3Q CY22 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-3q -
Japan’s “Show Me the Money” corporate governance: 4Q, a pause in overall profit margin uptrend
SHARE THIS The just-released 4Q CY22 data on aggregate corporate profits in Japan was somewhat mixed, as the overall corporate recurring pre-tax profit margin fell from its record high on a four quarter average. The non-financial service sector ticked...
https://emea.nikkoam.com/articles/2023/japan-show-money-corporate-governance-4q -
Corporate governance reform points to opportunities ahead in Japan equities
SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...
https://emea.nikkoam.com/articles/2023/corporate-governance-reform-points -
Japan Equity Monthly - August 2021
SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-august-2021 -
Japan's cash-rich companies: harnessing corporate reforms
SHARE THIS Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. The reforms, along with cash-rich companies' historical outperformance and strategic...
https://emea.nikkoam.com/articles/2024/japans-cash-rich-companies-harnessing-corporate-reforms-2024 -
The yen: how weak is too weak?
SHARE THIS The ongoing weakness in the yen has led to intense debate over whether Japan can cope with further challenges to its global purchasing power. Although it is a matter of concern, a weak currency isn't necessarily undermining Japan's economic...
https://emea.nikkoam.com/articles/2024/the-yen-how-weak-is-too-weak-2024 -
Nikko AM Japan Value Fund Rated by RSMR
SHARE THIS Nikko AM Japan Value Fund Rated by RSMR Following a rigorous due diligence process, the Nikko AM Japan Value Fund has received an RSMR Rating. The Fund is now one of only 300 RSMR Rated funds, selected from an Investment Association universe...
https://emea.nikkoam.com/articles/2024/japan-value-fund-rated-by-rsmr -
Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan
SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.
https://emea.nikkoam.com/articles/2021/global-investment-committee-outlook-2110 -
Japan Equity Monthly - September 2020
SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-september-2020 -
1592 - Listed Index Fund JPX Nikkei Index 400
SHARE THIS On September 1, 2025, Nikko Asset Management Co., Ltd. will change its name to Amova Asset Management Co., Ltd. The fund seeks to achieve a NAV that closely correlates with the movement of the JPX-Nikkei Index 400 by investing in shares of...
https://emea.nikkoam.com/etf/1592-jpx-nikkei-index-400 -
Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound
SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2210 -
Japan Equity Monthly - July 2021
SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-july-2021
