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Japan’s economic reflation in five charts
SHARE THIS We illustrate Japan’s economic reflation by highlighting the following trends: households turning from savings to spending, pent-up demand meeting high wage growth, real household incoming becoming positive, a strong inbound tourism rebound...
https://emea.nikkoam.com/articles/2024/japans-economic-reflation-in-five-charts-2024 -
Japan Equity Monthly - October 2020
SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-october-2020 -
Global Investment Committee’s outlook: regime shift to a more volatile world
SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...
https://emea.nikkoam.com/articles/2025/gic-outlook-march-2025 -
Japan Small / Mid Cap
SHARE THIS The small and mid cap segments of the Japanese equity market cover roughly 90% of stocks listed on the Tokyo Stock Exchange, many of which are under-researched. Key Characteristics Focused Small/Mid Cap philosophy Japanese companies with...
https://emea.nikkoam.com/institutional/equity-strategies/japan-small-mid-cap -
Japan IP beats the US in October
SHARE THIS For October, on a seasonally adjusted YoY basis, Japan’s October YoY Industrial Production (IP) result was better than both US Manufacturing IP and US Total IP. It likely surpassed Europe’s too.
https://emea.nikkoam.com/articles/2020/japan-ip-beats -
"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 -
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 -
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
