Search Nikko AM

Asian equity monthly – March 2021

SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

Asian Equity Monthly – April 2021

SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

Asian Equity Monthly - September 2021

SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

Japan’s “Show Me the Money” corporate governance: 2Q profit margins near record high

SHARE THIS The just-released 2Q CY23 data on aggregate corporate profits in Japan was somewhat mixed, but the overall corporate recurring pre-tax profit margin rebounded near its record high on a four-quarter average.

Nikko Asset Management Expects Japan, Europe and Developed Asia-Pacific Equities to Outperform

SHARE THIS Nikko Asset Management Expects Japan, Europe and Developed Asia-Pacific Equities to Outperform "A cautious outlook for U.S. equities has led Nikko Asset Management’s Global Investment Committee (GIC) to revise its stance on global equities...

Nikko Asset Management Bullish on Japan and Developed Asia-Pacific Equities

SHARE THIS Nikko Asset Management Bullish on Japan and Developed Asia-Pacific Equities Nikko Asset Management's Global Investment Committee is positive on Japanese and developed Asia-Pacific equities over the next six months, but maintains a slightly...

Nikko Asset Management Measures in Response to Declaration of State of Emergency in Japan

SHARE THIS Nikko Asset Management Measures in Response to Declaration of State of Emergency in Japan Nikko Asset Management (Nikko AM) is carrying out the following measures to ensure business continuity, following the declaration of a state of...

Japan Equity Monthly - November 2020

SHARE THIS The Japanese equity market has posted impressive gains as 2020 draws to a close, with the Nikkei Stock Average reaching a near three-decade high, and we assess the rise from a long-term perspective. We also analyse how Japanese equities have...

ETF Introduction

SHARE THIS Overview With its cutting-edge product development and broad product line-up, Nikko Asset Management is in the forefront of Japan’s exchange traded fund industry. The firm is passionately committed to the development of an ETF market which...

Global Investment Committee Outlook: Especially buoyant non-US equities

SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...

Multi-asset Monthly - September 2021

SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

Global Investment Committee’s Outlook

SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.

Asian equity monthly – February 2021

SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.

Global Investment Committee’s outlook: still growing but proceed with caution

SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...

Our view on Japan’s upper house election

SHARE THIS As it often is when Japan’s Liberal Democratic Party wins an election by an impressive amount, the initial equity market reaction was positive. But the ramifications of the ruling party’s upper house election victory will in the intermediate...

Global Investment Committee’s outlook: stronger for longer

SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.

japan

Japan

Japan Dividend Equity

SHARE THIS