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Assuming insights is optional, and japan is optional, the following results were found.

  • Japan Equity Monthly - October 2020

    SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...

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

  • Global Investment Committee’s outlook: regime shift to a more volatile world

    SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...

    https://www.nikkoam.co.nz/articles/2025/gic-outlook-march-2025

  • "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

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2306

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2309

  • Global Investment Committee’s Outlook

    SHARE THIS We don’t expect smooth sailing for the global economy and markets, but there should be great relief for both stocks and bonds in 2023, with pockets of strong outperformance due to idiosyncratic advantages. Notably, Europe and Developed...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2212

  • 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

  • Nikko AM Wins Best Fund House, Japan

    SHARE THIS Nikko AM Wins Best Fund House, Japan A category of AsianInvestor’s Asset Management Awards 2020 On 4 May, Nikko Asset Management (Nikko AM) was announced as the Best Fund House, Japan in the 2020 Asset Management Awards by AsianInvestor, one...

    https://www.nikkoam.co.nz/media-center/press-releases/2020/nikko-am-wins-best-fund-house-japan

  • 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

  • Suga - Likely the most pro-Third Arrow reform PM in Japan’s history

    SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.

    https://www.nikkoam.co.nz/articles/suga-likely-the-most-pro

  • 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 – November 2020

    SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-november-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 – January 2021

    SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.

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

  • 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

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