EMEA
Search Nikko AM
-
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 150 RSMR Rated funds, selected from an Investment Association universe...
https://emea.nikkoam.com/articles/2021/japan-value-fund-rated-by-rsmr -
Japan Value Outlook 2022
SHARE THIS
https://emea.nikkoam.com/articles/2022/japan-value-outlook-2022 -
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 -
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 -
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 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 -
Japan Growth
SHARE THIS The Japan Growth Equity strategy aims to generate out performance by investing in companies which deliver greater than market average earnings growth, over the medium to long-term. Key Characteristics Opportunistically invests across all...
https://emea.nikkoam.com/institutional/equity-strategies/japan-growth -
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
