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Australian Fixed Income Monthly – November 2020
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...
https://emea.nikkoam.com/articles/2020/australian-fixed-income-monthly-november-2020 -
Efficiency of Japanese corporate investment in human capital and shareholder value
SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.
https://emea.nikkoam.com/articles/2020/efficiency-of-japanese-corporate -
Asian Fixed Income Monthly - October 2020
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
https://emea.nikkoam.com/articles/2020/asian-fixed-income-monthly-october-2020 -
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 -
Maintaining Prosperity During Turmoil
SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...
https://emea.nikkoam.com/articles/2020/maintaining-prosperity -
China’s bond market: a space to watch
SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...
https://emea.nikkoam.com/articles/2020/china-bond-market -
Featured Article 3 (Future Quality Insights)
SHARE THIS Future Quality Insights - March 2021 by Global Equity Team
https://emea.nikkoam.com/articles/featured-article-3 -
Nikko Asset Management and ARK Investment Management launch disruptive innovation UCITS fund
SHARE THIS Nikko Asset Management and ARK Investment Management launch disruptive innovation UCITS fund Nikko Asset Management (“Nikko AM”) and US-based ARK Investment Management LLC (“ARK”) have today announced the launch of a Luxembourg-domiciled...
https://emea.nikkoam.com/media-center/press-releases/2018/nikko-asset-management-and-ark-investment-management-launch-disruptive-innovation-ucits-fund -
1592 - Listed Index Fund JPX Nikkei Index 400
SHARE THIS On September 1, 2025, Nikko Asset Management Co., Ltd. will change its name to Amova Asset Management Co., Ltd. The fund seeks to achieve a NAV that closely correlates with the movement of the JPX-Nikkei Index 400 by investing in shares of...
https://emea.nikkoam.com/etf/1592-jpx-nikkei-index-400 -
1308 - Listed Index Fund TOPIX
SHARE THIS On September 1, 2025, Nikko Asset Management Co., Ltd. will change its name to Amova Asset Management Co., Ltd. The Fund invests in shares of the component stocks in the Tokyo Stock Price Index (TOPIX) and structures its portfolio in line...
https://emea.nikkoam.com/etf/1308-topix -
Our Company
SHARE THIS Asia's Leading Asset Management Firm The opportunity for a specialist investment manager in the fast growing Asian markets is enormous. Clients and distributors alike want a dedicated, Asia-based investment firm that can grasp the often...
https://emea.nikkoam.com/about -
Inbound tourism: An immediate boost for Japan
SHARE THIS As Japanese Prime Minister Fumio Kishida focuses on various economic initiatives to shore up his support ratings, the revival of inbound tourism is seen as a measure that can provide the economy with an immediate boost.
https://emea.nikkoam.com/articles/2022/inbound-tourism-immediate-boost-for-japan -
From success story to cautionary tale: Assessing Japan’s vaccination effort
SHARE THIS Until recently, Japan was lauded as one of the few countries that successfully limited the COVID-19 outbreak. However, more than a year into the pandemic, Japan’s slow vaccine rollout is coming under increased scrutiny with the country...
https://emea.nikkoam.com/articles/2021/japan-vaccination-effort -
Japan Value Insights: Creating economic wealth by utilising forest resources
SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.
https://emea.nikkoam.com/articles/2022/japan-value-2209 -
BOJ hikes amid trade uncertainty: focus on AI’s indirect role in risk reduction
SHARE THIS The BOJ increased overnight rates by 25 basis points, raising the Mutan call rate to its highest since 2008. The decision reflects the BOJ's belief that the economy is performing in line with its view, with positive real wage growth and an...
https://emea.nikkoam.com/articles/2025/boj-hikes-amid-trade-uncertainty-2025 -
Significant value waiting to be unlocked in Japan
SHARE THIS The COVID-19 pandemic has triggered changes in Japan that would have taken many years to initiate in less turbulent times. We believe there is significant value to be unlocked under such circumstances.
https://emea.nikkoam.com/articles/2020/significant-value -
Japan Value Insights
SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.
https://emea.nikkoam.com/articles/2021/japan-value-2109 -
Japan Value Insights: Medical technology key to value and addressing inefficiencies
SHARE THIS Japan’s rapidly advancing medical technology is viewed as a way to address the healthcare sector’s inefficiencies while at the same time offering potential value opportunities.
https://emea.nikkoam.com/articles/2021/japan-value-2111 -
Why households are key to the next phase of Japan’s “virtuous circle” of reflation
SHARE THIS Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.
https://emea.nikkoam.com/articles/2024/why-households-are-key-to-the-next-phase-2024 -
Japan’s “Show Me the Money” corporate governance: 4Q profit margins hit record high
SHARE THIS This is the “swan song” of this report, which comes at an appropriate time because it was always meant to prove to readers that corporate governance, and the overall case for investing in Japanese equities, was sound. Now that the market’s...
https://emea.nikkoam.com/articles/2024/japan-show-me-the-money-corporate-governance-4q
