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"Thank goodness the Olympics burden is over!"
SHARE THIS This is the likely phrase one will often hear in a few weeks, especially among equity investors and Japan’s political leadership. Of course, there are currently very few people in Japan who are very enthusiastic about holding the Olympics...
https://emea.nikkoam.com/articles/2021/strategy-one-pager-olympics -
Global Investment Committee’s outlook
SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2306 -
Global Investment Committee’s outlook
SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2309 -
Japan’s “Show Me the Money” corporate governance: 1Q, investors seem to finally accept the theme
SHARE THIS The long-held theme of this report (since 2006) that profit margins remain on a structural uptrend, despite sluggish domestic GDP growth, still holds and domestic and international investors finally realise that Japanese corporations are...
https://emea.nikkoam.com/articles/2023/japan-show-money-corporate-governance-1q-investors-seem-to-finally-accept-the-theme -
Japan’s macro picture is positive, but focus on corporate earnings
SHARE THIS It isn’t wise to dwell on the details of any countries’ newly published macroeconomic data, but the overall outlook for Japan is slow but steady economic growth. However, as the last few decades have shown, such should not discourage...
https://emea.nikkoam.com/articles/2023/2309-japans-macro-picture-is-positive-but-focus-on-corporate-earnings -
Nikko Asset Management Launches Japan Focus Equity Strategy
SHARE THIS Nikko Asset Management Launches Japan Focus Equity Strategy "Nikko Asset Management has launched a Luxemburg domiciled Japan Focus Equity UCITS fund. The fund is managed by Nikko Asset Management’s Yuki Watanabe." Read more...
https://emea.nikkoam.com/media-center/press-releases/2016/nikko-asset-management-launches-japan-focus-equity-strategy -
Nikko Asset Management and Japan for UNHCR Partner to Support Refugee Children
SHARE THIS Nikko Asset Management and Japan for UNHCR Partner to Support Refugee Children Nikko Asset Management ("Nikko AM") today announces a partnership with Japan for UNHCR, a national partner of UNHCR (the UN Refugee Agency), whereby Nikko AM...
https://emea.nikkoam.com/media-center/press-releases/2017/nikko-asset-management-and-japan-for-unhcr-partner-to-support-refugee-children -
Japan Active Value
SHARE THIS Fundamental, bottom up approach with a value style bias investing in Japanese listed companies across all sectors and market capitalizations.
https://emea.nikkoam.com/institutional/equity-strategies/japan-active-value -
Japan Cash-Rich Company Equity
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https://emea.nikkoam.com/institutional/equity-strategies/japan-cash-rich -
Nikko AM Wins Best Fund House, Japan
SHARE THIS Nikko AM Wins Best Fund House, Japan A category of AsianInvestor’s Asset Management Awards 2020 On 4 May, Nikko Asset Management (Nikko AM) was announced as the Best Fund House, Japan in the 2020 Asset Management Awards by AsianInvestor, one...
https://emea.nikkoam.com/media-center/press-releases/2020/nikko-am-wins-best-fund-house-japan -
Turbulence in Japan equities: assessing the recent downturn and prospects for recovery
SHARE THIS We assess the extreme turbulence this week that rocked Japanese equities, which had reached record highs just last month. We discuss the factors that led to the sharp downturn at the start of the week and consider what could be in store for...
https://emea.nikkoam.com/articles/2024/turbulence-in-japan-equities-2024 -
From taboo to trend: the rise of shareholder activism in Japan
SHARE THIS Once considered taboo in Japan, shareholder activism has been evolving. Japanese equity market culture has been changing dramatically, enabling shareholders to be more vocal and sometimes even hostile towards the companies they invest in,...
https://emea.nikkoam.com/articles/2024/from-taboo-to-trend-the-rise-of-shareholder-2024 -
Suga - Likely the most pro-Third Arrow reform PM in Japan’s history
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
https://emea.nikkoam.com/articles/2020/suga-likely-the-most-pro -
From beauty products to bicycles: the promising landscape of Asian small caps
SHARE THIS Asian small caps, ranging from “indie” cosmetics brands to bicycle manufacturers, present a chance to get involved with the future economic powerhouses of the world. The strategic positioning, high growth potential, adaptability, and...
https://emea.nikkoam.com/articles/2024/the-promising-landscape-of-asian-small-caps-2024 -
Differentiation through engagement: Opportunities in Japan equities
SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.
https://emea.nikkoam.com/articles/2022/differentiation-through-engagement -
Sustaining the future: the ongoing case for sustainable bonds
SHARE THIS Despite a retreat from sustainability initiatives in the US, the sustainable bond market, particularly green bonds, remains strong globally due to continued investor demand, attractive bond yields and increasing participation from countries...
https://emea.nikkoam.com/articles/2025/sustaining-the-future-march-2025 -
Asian equity monthly – October 2020
SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-october-2020 -
Asian equity monthly – November 2020
SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-november-2020 -
Asian equity monthly – December 2020
SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-december-2020 -
Asian equity monthly – January 2021
SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-january-2021
