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  • Japan Equity Monthly - August 2021

    SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...

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

  • Japan's cash-rich companies: harnessing corporate reforms

    SHARE THIS Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. The reforms, along with cash-rich companies' historical outperformance and strategic...

    https://www.nikkoam.co.nz/articles/2024/japans-cash-rich-companies-harnessing-corporate-reforms-2024

  • 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://www.nikkoam.co.nz/articles/2024/the-yen-how-weak-is-too-weak-2024

  • Japan Equity Monthly - September 2020

    SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.

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

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • Japan Equity Monthly - July 2021

    SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...

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

  • Japan Equity Monthly – October 2021

    SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...

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

  • Navigating Japan Equities (November 2024): assessing the impact of the US elections on Japan

    SHARE THIS As with the other markets, Japanese equities reacted immediately to Donald Trump's US presidential election win. The immediate election impact is expected to fade relatively quickly, with market focus turning to the trade policies Trump may...

    https://www.nikkoam.co.nz/articles/2024/assessing-us-election-impact-2024

  • Global Investment Committee’s outlook

    SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2312

  • 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://www.nikkoam.co.nz/articles/2023/thoughts-on-the-boj

  • Japan Equity Monthly - March 2021

    SHARE THIS We provide our view on the Bank of Japan’s latest policy review, under which the central bank decided to allow long-term rates to fluctuate in a wider band and removed its annual target for ETF purchases. We also assess the barring of...

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

  • 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

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