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  • Global multi-asset outlook 2024

    SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...

    https://www.nikkoam.co.nz/articles/2023/global-multi-asset-outlook-2024

  • Global Investment Committee review: scenarios for a less certain global outlook

    SHARE THIS The Global Investment Committee (GIC) held an extraordinary session to review the macroeconomic and market impact of tariffs announced by the US on 2 April, as well as subsequent actions and market reactions. The GIC’s verdict is that while...

    https://www.nikkoam.co.nz/articles/2025/global-investment-committee-review-april-2025

  • 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://www.nikkoam.co.nz/articles/2023/2312-japan-show-money-corporate-governance-3q

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

    https://www.nikkoam.co.nz/articles/2021/japan_structural_reform_benefit_investors

  • "Thank goodness the Olympics burden is over!"

    SHARE THIS This is the likely phrase one will often hear in a few weeks, especially among equity investors and Japan’s political leadership. Of course, there are currently very few people in Japan who are very enthusiastic about holding the Olympics...

    https://www.nikkoam.co.nz/articles/2021/strategy-one-pager-olympics

  • 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://www.nikkoam.co.nz/articles/2023/japan-show-money-corporate-governance-1q-investors-seem-to-finally-accept-the-theme

  • 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://www.nikkoam.co.nz/media-center/press-releases/2017/nikko-asset-management-and-japan-for-unhcr-partner-to-support-refugee-children

  • 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://www.nikkoam.co.nz/articles/2024/turbulence-in-japan-equities-2024

  • From beauty products to bicycles: the promising landscape of Asian small caps

    SHARE THIS Asian small caps, ranging from “indie” cosmetics brands to bicycle manufacturers, present a chance to get involved with the future economic powerhouses of the world. The strategic positioning, high growth potential, adaptability, and...

    https://www.nikkoam.co.nz/articles/2024/the-promising-landscape-of-asian-small-caps-2024

  • 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://www.nikkoam.co.nz/articles/2022/differentiation-through-engagement

  • Sustaining the future: the ongoing case for sustainable bonds

    SHARE THIS Despite a retreat from sustainability initiatives in the US, the sustainable bond market, particularly green bonds, remains strong globally due to continued investor demand, attractive bond yields and increasing participation from countries...

    https://www.nikkoam.co.nz/articles/2025/sustaining-the-future-march-2025

  • Asian equity monthly – October 2020

    SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-october-2020

  • Asian equity monthly – December 2020

    SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...

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

  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-march-2021

  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

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

  • 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://www.nikkoam.co.nz/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://www.nikkoam.co.nz/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://www.nikkoam.co.nz/media-center/press-releases/2016/nikko-asset-management-bullish-on-japan-and-developed-asia-pacific-equities

  • Japan Equity Monthly - November 2020

    SHARE THIS The Japanese equity market has posted impressive gains as 2020 draws to a close, with the Nikkei Stock Average reaching a near three-decade high, and we assess the rise from a long-term perspective. We also analyse how Japanese equities have...

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

  • 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://www.nikkoam.co.nz/articles/2020/japan-ip-beats


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