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  • Why investors should consider increasing their exposure to Japan

    SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...

    https://www.nikkoam.co.nz/articles/2023/why-investors-should-consider-increasing-their-exposure-to-japan

  • Japan equity outlook 2025

    SHARE THIS With Japan overcoming deflation and ushering in a period of progress and consolidation despite market volatility and political upheaval, we expect Japanese companies to make strategic decisions in 2025 that attract global investors in larger...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-outlook-2025

  • 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://www.nikkoam.co.nz/articles/2022/inbound-tourism-immediate-boost-for-japan

  • 2021 Japan Equity Outlook

    SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...

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

  • Japan’s long-term value is getting unlocked

    SHARE THIS There’s more to Japan’s renaissance than relatively inexpensive valuations. Companies have become more receptive to corporate reform and shareholder engagement; Japan’s services sector is benefitting from a resumption in tourism; and, in...

    https://www.nikkoam.co.nz/articles/2023/2309-japans-long-term-value-is-getting-unlocked

  • 2023 Japan equity outlook

    SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2023

  • 2022 Japan Equity Outlook: ESG to bring Japan to the fore

    SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...

    https://www.nikkoam.co.nz/articles/2022/japan-equity-outlook-2022

  • A year later: five reasons we're still bullish on Japan

    SHARE THIS In March 2024, after the Nikkei Index reached an all-time high, we offered five structural reasons why Japan's economic resurgence was more than just a flash in the pan. Almost a year later, those five reasons remain just as relevant for...

    https://www.nikkoam.co.nz/articles/2025/five-reasons-were-still-bullish-on-japan-february-2025

  • From success story to cautionary tale: Assessing Japan’s vaccination effort

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    https://www.nikkoam.co.nz/articles/2021/japan-vaccination-effort

  • How Japan can safeguard against US tariffs

    SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...

    https://www.nikkoam.co.nz/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025

  • Dispelling negative notions about Japan amid its increasing importance

    SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...

    https://www.nikkoam.co.nz/articles/2021/dispelling-negative-notions-about-japanmid-its-increasing-importance

  • 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

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