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Investing in Japan: an insider's perspective with Naomi Fink
SHARE THIS Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the most talked-about investment region in the...
https://emea.nikkoam.com/articles/2024/investing-in-japan-2024 -
New Zealand markets outlook 2024: the only certainty is more uncertainty
SHARE THIS Given the volume of quality defensive companies with relatively high dividend yields, higher for longer interest rates are a significant headwind for New Zealand’s equity markets. Alongside these, the country’s globally-focused export...
https://emea.nikkoam.com/articles/2023/new-zealand-markets-outlook-2024 -
Focusing on the knowns in an era of unknowns
SHARE THIS We are currently in the midst of a regime change to a world of slower growth, periodic bouts of inflation and technological transformation. While much of what the future holds is unknowable, such as the impact of artificial intelligence,...
https://emea.nikkoam.com/articles/2023/2309-focusing-on-the-knowns-in-an-era-of-unknowns -
Net zero made in Asia
SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...
https://emea.nikkoam.com/articles/2023/net-zero-made-in-asia -
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...
https://emea.nikkoam.com/articles/2022/our-view-on-japans-upper-house-election-2022 -
Isolation day: the geopolitical impact of Trump’s tariffs on the world
SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...
https://emea.nikkoam.com/articles/2025/isolation-day-april-2025 -
Are China’s stimulus measures enough?
SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...
https://emea.nikkoam.com/articles/2024/2410-are-chinas-stimulus-enough -
Sustainability - New Zealand Equity and Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT New Zealand Equity and Fixed Income Our Philosophy Nikko AM New Zealand’s equity and bond teams have a united voice on ESG issues. We are primarily medium- to long-term investors with a fundamentally...
https://emea.nikkoam.com/sustainability/investment-management/new-zealand -
New Zealand Equity Monthly (September 2024)
SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...
https://emea.nikkoam.com/articles/2024/nz-fixed-income-monthly-september-2024 -
Press Release - 20231122_01
SHARE THIS Nikko Asset Management bolsters Global Equity team in Edinburgh Nikko Asset Management (“Nikko AM”) has appointed Ella-Kara Brown as Portfolio Manager within its Global Equity team based in Edinburgh. Ella-Kara Brown joins the existing...
https://emea.nikkoam.com/media-center/press-releases/2023/press-releases-231122_01 -
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 -
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...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2203 -
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 -
Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan
SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.
https://emea.nikkoam.com/articles/2021/global-investment-committee-outlook-2107 -
Dispelling negative notions about Japan amid its increasing importance
SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...
https://emea.nikkoam.com/articles/2021/dispelling-negative-notions-about-japanmid-its-increasing-importance -
Global Investment Committee Outlook: Continue risk-positive
SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.
https://emea.nikkoam.com/articles/2021/global-investment-committee-outlook-continue-risk-positive -
Beyond the pandemic: Identifying sources of alpha in Japan
SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...
https://emea.nikkoam.com/articles/2021/identifying-sources-of-alpha -
How Japan can safeguard against US tariffs
SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...
https://emea.nikkoam.com/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025 -
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 -
India’s election and implications for equities
SHARE THIS In the 2024 Indian parliamentary elections, Prime Minister Narendra Modi's BJP won fewer seats than expected. However, with support from pre-alliance partners, Prime Minister Modi will lead a coalition government for a third term, indicating...
https://emea.nikkoam.com/articles/2024/indias-election-2024
