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Capital efficiency initiative in Japan highlights market opportunity
SHARE THIS Japan’s corporate governance reform started nearly a decade ago is an ongoing process, but it received a boost from the Tokyo Stock Exchange’s latest initiative in January. The latest chapter in corporate governance reform coupled with...
https://emea.nikkoam.com/articles/2023/capital_efficiency_initiative_in_japan_highlights_market_opportunity -
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 -
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 -
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 -
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’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 -
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 -
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 -
Thoughts on the BOJ you might not have heard, but should consider
SHARE THIS Currently, there is a wide variety of predictions for the BOJ’s actions, with some expecting imminent hawkish decisions based upon some of Governor-nominee Kazuo Ueda’s “anti-distortion” comments, but changes are more likely to be gradual...
https://emea.nikkoam.com/articles/2023/thoughts-on-the-boj -
Japan’s “Show Me the Money” corporate governance: 3Q profit margins near record high
SHARE THIS The just-released 3Q CY23 data on Japan’s aggregate corporate profits was a bit mixed, but the overall corporate recurring pre-tax profit margin surged to a record high on a four-quarter average. The non-financial service sector rose to...
https://emea.nikkoam.com/articles/2023/2312-japan-show-money-corporate-governance-3q -
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 -
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 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 -
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 -
Japan’s “Show Me the Money” corporate governance: 2Q profit margins near record high
SHARE THIS The just-released 2Q CY23 data on aggregate corporate profits in Japan was somewhat mixed, but the overall corporate recurring pre-tax profit margin rebounded near its record high on a four-quarter average.
https://emea.nikkoam.com/articles/2023/japans-show-me-the-money-corporate-governance-2q-profit-margins-near-record-high -
Nikko Asset Management Expects Japan, Europe and Developed Asia-Pacific Equities to Outperform
SHARE THIS Nikko Asset Management Expects Japan, Europe and Developed Asia-Pacific Equities to Outperform "A cautious outlook for U.S. equities has led Nikko Asset Management’s Global Investment Committee (GIC) to revise its stance on global equities...
https://emea.nikkoam.com/media-center/press-releases/2016/nikko-asset-management-expects-japan-europe-and-developed-asia-pacific-equities-to-outperform -
Nikko Asset Management Bullish on Japan and Developed Asia-Pacific Equities
SHARE THIS Nikko Asset Management Bullish on Japan and Developed Asia-Pacific Equities Nikko Asset Management's Global Investment Committee is positive on Japanese and developed Asia-Pacific equities over the next six months, but maintains a slightly...
https://emea.nikkoam.com/media-center/press-releases/2016/nikko-asset-management-bullish-on-japan-and-developed-asia-pacific-equities
