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Japan Research Active
SHARE THIS Bottom up research focusing on competitive advantages and corporate reforms.
https://emea.nikkoam.com/institutional/equity-strategies/japan-research-active -
Japan Research Active Strategy Philosophy and Strategy
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https://emea.nikkoam.com/articles/2018/02/japan-research-active-strategy-philosophy-and-strategy -
Japan Research Active Strategy Portfolio Characteristics
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https://emea.nikkoam.com/articles/2018/02/japan-research-active-strategy-portfolio-characteristics -
Japan Value Reports
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https://emea.nikkoam.com/ucits-fund-reports/japan-value-fund-reports -
Asia ex Japan Reports
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https://emea.nikkoam.com/ucits-fund-reports/asia-ex-japan-equity-fund-reports -
Investing in Japan
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https://emea.nikkoam.com/articles/2024/investing-in-japan-an-insiders-perspective-2024 -
Japan Value Equity Strategy
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https://emea.nikkoam.com/articles/2024/japan-value-equity-sept-24 -
Japan Cash-Rich Company Equity Strategy
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https://emea.nikkoam.com/articles/2024/japan-cash-rich-equity-strategy-sept-24 -
Asian Equity Monthly - May 2021
SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-may-2021 -
Global Investment Committee's 2022 Outlook: Positive for risk assets
SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...
https://emea.nikkoam.com/articles/2022/global-strategy-outlook-2022 -
Nikko Asset Management wins Japan’s Fund House of the Year
SHARE THIS Nikko Asset Management wins Japan's Fund House of the Year "AsianInvestor has named Nikko Asset Management Japan's Fund House of the Year based on the company's ability to generate positive returns for its investors amid Japan's ultra-low...
https://emea.nikkoam.com/media-center/press-releases/2015/nikko-asset-management-wins-japans-fund-house-of-the-year-20150511 -
Nikko Asset Management recognised as Japan's Fund House of the Year
SHARE THIS Nikko Asset Management recognised as Japan's Fund House of the Year AsianInvestor has recognised Nikko Asset Management (Nikko AM) as Japan's 2017 Fund House of the Year for generating strong returns in Japan's negative interest rate...
https://emea.nikkoam.com/media-center/press-releases/2017/nikko-asset-management-recognised-as-japans-fund-house-of-the-year -
Japan’s “new form of capitalism” in review
SHARE THIS We review the “new form of capitalism”, a government plan to boost economic growth initiated by Japanese Prime Minister Fumio Kishida, who is enjoying a high public approval rating ahead of a closely watched upper house election.
https://emea.nikkoam.com/articles/2021/japans-new-from-capitalism-review -
BOJ takes significant yet incremental step on path back to “normal” rates
SHARE THIS The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases...
https://emea.nikkoam.com/articles/2024/boj-takes-significant-yet-incremental-step-2024 -
Global Investment Committee review: still positive, with downside risk caveats
SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...
https://emea.nikkoam.com/articles/2024/gic-review-still-positive-2024 -
Fact Sheet
SHARE THIS Global Citizen with Asian DNA countries * nationalities ** USD * total AUM Extensive global resources Japan Singapore Australia New Zealand United Kingdom Americas China Hong Kong Malaysia Our Global Capabilities Qualitative insight through...
https://emea.nikkoam.com/about-us/fact-sheet -
Equity Strategies
SHARE THIS Global Equity High active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process. Japan Cash-Rich Company Equity Invests in Japanese listed companies across all...
https://emea.nikkoam.com/institutional/equity-strategies -
Asian equity monthly – August 2020
SHARE THIS Asian stocks posted gains for the third consecutive month, boosted by positive COVID-19 vaccine developments around the world, the persistently weak US dollar (USD) and resilient Chinese economic data.
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-august-2020 -
The case for Asian small caps
SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.
https://emea.nikkoam.com/articles/2021/the-case-for-asian-small-caps -
Asian Equity Monthly - June 2021
SHARE THIS Asian stocks edged lower in June, partly weighed down by a recent spike in COVID-19 cases in the region. Lingering worries about rising inflation and fears of a faster-than-expected tapering of the US Federal Reserve’s quantitative easing...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-june-2021
