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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...
https://emea.nikkoam.com/etf/etf-introduction -
Asia ex Japan Reports
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https://emea.nikkoam.com/ucits-fund-reports/asia-ex-japan-equity-fund-reports -
Did DeepSeek cause an AI paradigm shift?
SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...
https://emea.nikkoam.com/articles/2025/did-deepseek-cause-a-paradigm-shift-february-2025 -
Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value
SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...
https://emea.nikkoam.com/articles/2024/yanagi-model-in-practice -
Navigating Japan Equities (November 2024): assessing the impact of the US elections on Japan
SHARE THIS As with the other markets, Japanese equities reacted immediately to Donald Trump's US presidential election win. The immediate election impact is expected to fade relatively quickly, with market focus turning to the trade policies Trump may...
https://emea.nikkoam.com/articles/2024/assessing-us-election-impact-2024 -
Navigating Japan Equities (November 2024): view of lower house elections
SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...
https://emea.nikkoam.com/articles/2024/view-of-lower-house-elections-2024 -
Corporate Japan looks healthier now than it has ever been
SHARE THIS Japan’s deflationary era was more than a lengthy period of declining prices. It also brought about profound yet rational changes in corporate behaviour. That ingrained desire from companies to hold onto cash and rein in spending may take...
https://emea.nikkoam.com/articles/2024/corporate-japan-looks-healthier-now-2024 -
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 -
Press Release - 20240627_01
SHARE THIS Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia Nikko Asset Management (Nikko Asset Management Co., Ltd. together with all of its subsidiaries), one of Asia’s largest asset managers with US$240.1 billion in...
https://emea.nikkoam.com/media-center/press-releases/2024/press-releases-20240627_01 -
Healthcare: the sector where innovation is flourishing under the radar
SHARE THIS The healthcare sector is benefiting from rapid innovation, fuelled by a significant jump in COVID-led funding. The breakthroughs achieved during the pandemic are only just being realised, and further innovation will be fuelled by artificial...
https://emea.nikkoam.com/articles/2024/healthcare-the-sector-where-innovation-is-flourishing-2024 -
Seeing further: navigating AI change through a Future Quality lens
SHARE THIS With AI transforming the technology landscape, how do investors wade through the noise to identify genuine investment opportunities? We use our Future Quality framework to find the high-quality companies that are already moving the AI dial.
https://emea.nikkoam.com/articles/2024/navigating-ai-change-2024 -
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.
https://emea.nikkoam.com/articles/2024/global-investment-committee-outlook-2024 -
Vietnam seeing a full turnaround in fortunes
SHARE THIS We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in...
https://emea.nikkoam.com/articles/2024/vietnam-seeing-a-full-turnaround-in-fortunes-2024 -
Getting ESG right in Asia
SHARE THIS Environmental, social and governance (ESG) matters are increasingly an important part of corporate culture across the Asia-Pacific region, with both investors and companies recognising the long-term value and significance of sustainable...
https://emea.nikkoam.com/articles/2023/getting-esg-right-in-asia -
Global Investment Committee’s Outlook
SHARE THIS We don’t expect smooth sailing for the global economy and markets, but there should be great relief for both stocks and bonds in 2023, with pockets of strong outperformance due to idiosyncratic advantages. Notably, Europe and Developed...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2212 -
Japan Value Outlook 2022
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https://emea.nikkoam.com/articles/2022/japan-value-outlook-2022 -
Australian equity monthly - February 2021
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...
https://emea.nikkoam.com/articles/2021/australian-equities-monthly-february-2021 -
Australian equity monthly - September 2020
SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.
https://emea.nikkoam.com/articles/2020/australian-equities-monthly-september-2020 -
Press Release - 241001_01
SHARE THIS The Nikko AM Global Equity Strategy: a decade of outperformance fuelled by Future Quality Nikko Asset Management (“Nikko AM”) celebrates the 10th anniversary of the Nikko AM Global Equity Strategy, launched on 1 October 2014. Since its...
https://emea.nikkoam.com/media-center/press-releases/2024/press-releases-241001_01 -
Unlocking value in Japan’s cash-rich small and mid-cap firms
SHARE THIS We believe Japan’s programme of ongoing reforms will further benefit “cash-rich” firms, many of which are small and mid-cap companies.
https://emea.nikkoam.com/articles/2024/unlocking-value-in-japans-cash-rish-2024
