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

  • Efficiency of Japanese corporate investment in human capital and shareholder value

    SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.

    https://www.nikkoam.co.nz/articles/2020/efficiency-of-japanese-corporate

  • Global market and economic outlook 2025

    SHARE THIS In 2025, US economic growth is expected to continue due to fiscal stimulus, despite above-target inflation. Meanwhile, the strong dollar could face disruptions, the Bank of Japan may keep raising interest rates and China is seen balancing...

    https://www.nikkoam.co.nz/articles/2024/global-market-and-economic-outlook-2025

  • BOJ takes a slow, steady approach to reducing bond purchases

    SHARE THIS The Bank of Japan maintained interest rates at its June meeting, disappointing market participants who expected a reduction in monthly bond purchases. The BOJ signalled a future reduction in bond purchases but only at the next policy meeting...

    https://www.nikkoam.co.nz/articles/2024/boj-takes-a-slow-steady-approach-2024

  • Asian equity monthly – September 2020

    SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.

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

  • Russia-Ukraine conflict – Nikko AM’s views

    SHARE THIS In order to gain a range of perspectives on the Russia-Ukraine conflict, Nikko Asset Management has gathered the views of various experts and investment teams, representing many of our major asset classes and geographical regions.

    https://www.nikkoam.co.nz/articles/2022/russia_ukraine_conflict_nikkoam_views

  • Exploring fast-growing Asian REITs

    SHARE THIS Asian REITs continue to be one of the fastest growing asset classes in the region, offering decent yields, a sustainable income stream and exposure to the region’s biggest landlords.

    https://www.nikkoam.co.nz/articles/2023/exploring-fast-growing-asian-reits

  • Nikko Asset Management Appoints Head of Asia ex-Japan Equity

    SHARE THIS Nikko Asset Management Appoints Head of Asia ex-Japan Equity Nikko Asset Management has today announced the appointment of Rob Mann as the Head of Asia ex-Japan Equity, based out of Singapore.

    https://www.nikkoam.co.nz/media-center/press-releases/2019/nikko-asset-management-appoints-head-of-asia-ex-japan-equity

  • Thoughts for seasick investors

    SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...

    https://www.nikkoam.co.nz/articles/2022/thoughts-for-seasick-investors

  • Stewardship Code

    SHARE THIS Nikko Asset Management (Nikko AM) adopts the “Principles for Responsible Institutional Investors”, also known as “Japan's Stewardship Code”, in relation to our investments in publicly traded Japanese stocks. Acceptance of the Stewardship...

    https://www.nikkoam.co.nz/legal/stewardship-code

  • 2021: A Year of Divergence?

    SHARE THIS We suspect that many investors have become accustomed to a seemingly synchronized world with relatively little currency volatility – in a sense over recent years we seem almost to have been back in the 1960s, a period during which moves in...

    https://www.nikkoam.co.nz/articles/2020/a-year-of-divergence

  • Disequilibrium Economics

    SHARE THIS Major “events” in markets have been caused by wrong assumptions over mathematical relationships. The Long Term Capital Management Debacle (LTCMD) in 1998 was primarily the result of the incorrect assumption of perfect markets by a cluster of...

    https://www.nikkoam.co.nz/articles/2024/disequilibrium-economics

  • Global Investment Committee’s outlook: low risk no longer

    SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.

    https://www.nikkoam.co.nz/articles/2024/2410-gic-outlook-low-risk-no-longer

  • The Fed takes a leaf from the BOJ’s book and applies gradualism

    SHARE THIS The Federal Reserve is seemingly following in the footsteps of the Bank of Japan and adopting a strategy of monetary policy gradualism. This measured approach is aimed at balancing rate cuts with inflation expectations and stabilising the...

    https://www.nikkoam.co.nz/articles/2025/fed-takes-a-leaf-from-boj-january-2025

  • Press Releases - 2013

    SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...

    https://www.nikkoam.co.nz/media-center/press-releases/2013

  • Important Disclaimer Information

    SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

    https://www.nikkoam.co.nz/articles/important-disclaimer-information

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

    SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2206

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

  • China equity outlook 2024

    SHARE THIS For those willing to brave immediate challenges, we believe China will continue to offer long-term opportunities as the country has been working to become technologically self-sufficient and develop high-end technologies on its own in a more...

    https://www.nikkoam.co.nz/articles/2023/china-equity-outlook-2024

  • Balancing Act: Global Multi-Asset Quarterly (Q2 2024)

    SHARE THIS Although market volatility resurfaced in the early part of the April-June quarter as interest rate cuts in the US began to look less likely amid higher-than-expected inflation, risk assets bounced back and rallied strongly later in the...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-quarterly-q2-july-2024

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