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  • 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

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2107

  • 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

  • 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://www.nikkoam.co.nz/articles/2023/capital_efficiency_initiative_in_japan_highlights_market_opportunity

  • What the return of interest rates means for Japan

    SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

    https://www.nikkoam.co.nz/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan

  • 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://www.nikkoam.co.nz/articles/2021/japan-cpi-remains-low

  • Japan’s “show me the money” corporate governance: 1Q record high

    SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-1q

  • 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://www.nikkoam.co.nz/articles/2024/less-may-be-more-in-japans-ldp-2024

  • Japan Equity Monthly - January 2021

    SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.

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

  • 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://www.nikkoam.co.nz/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://www.nikkoam.co.nz/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://www.nikkoam.co.nz/articles/2023/japan-show-money-corporate-governance-4q

  • Corporate governance reform points to opportunities ahead in Japan equities

    SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...

    https://www.nikkoam.co.nz/articles/2023/corporate-governance-reform-points

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