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  • Japan primed for resurgence after a turnaround year

    SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...

    https://www.nikkoam.co.nz/articles/2023/japan-primed-resurgence-after-turnaround-year

  • Further improving Japan’s equity culture and wealth

    SHARE THIS Japan’s economy should boom after the Olympics burden passes. Its stock market will likely rebound sharply too, but one item that has limited Japan’s equity culture, and thus, its wealth, especially for wary pensioners, is overly...

    https://www.nikkoam.co.nz/articles/2021/further-improving-japan-equity-culture

  • The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend

    SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.

    https://www.nikkoam.co.nz/articles/2021/japan-market-upside-potential

  • 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://www.nikkoam.co.nz/articles/2021/identifying-sources-of-alpha

  • 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://www.nikkoam.co.nz/articles/2025/boj-hikes-amid-trade-uncertainty-2025

  • Japan Equity Monthly - April 2021

    SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-april-2021

  • 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://www.nikkoam.co.nz/articles/2020/significant-value

  • Japan Equity Monthly - December 2020

    SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-december-2020

  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • Climate change solutions in Japan

    SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...

    https://www.nikkoam.co.nz/articles/2023/2309-climate-change-solutions-in-japan

  • Japan’s pivotal improvement in risk premium

    SHARE THIS Japan’s long history of undercompensating equity investors, a legacy of deflation, is coming to an end with its risk premium now achieving parity with that of the US. This historic shift is being driven by rising dividend payouts ratios,...

    https://www.nikkoam.co.nz/articles/2024/japans-pivotal-improvement-in-risk-premium-2024

  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance

  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance-3q

  • 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://www.nikkoam.co.nz/articles/2024/why-households-are-key-to-the-next-phase-2024

  • “Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities

    SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...

    https://www.nikkoam.co.nz/articles/2023/2310-bold-and-fundamental-changes

  • Japan Equity Monthly - September 2021

    SHARE THIS We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-september-2021

  • 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://www.nikkoam.co.nz/articles/2024/japan-show-me-the-money-corporate-governance-4q

  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-february-2021

  • Japan’s “show me the money” corporate governance: 4Q record high

    SHARE THIS The just released 4Q CY21 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://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-4q

  • Japan equities poised for further gains along with a turnaround for value

    SHARE THIS In February 2021, Japan’s Nikkei Stock Average reached JPY 30,000 for the first time in over three decades. We believe that equities will keep rising, and that amid this shift in the broader market Japanese value stocks are on the cusp of a...

    https://www.nikkoam.co.nz/articles/2021/japan-equities-poised-for-further-gains-along-with-a-turnaround-for-value


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