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Assuming strategies is optional, and equity is optional, and globalequity is optional, the following results were found.

  • 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

  • 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

  • Shocks we have known and return of the macro

    SHARE THIS The author is old enough to remember the rolling power cuts and “three day weeks” during 1973 and 1974 in the UK that were introduced by the government of the day in order to conserve the UK’s energy supplies in the wake of the first oil...

    https://www.nikkoam.co.nz/articles/2021/shock-we-have-know-and-return-macro

  • 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

  • Adapting to the “new normal”: Japan’s paradox

    SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.

    https://www.nikkoam.co.nz/articles/2020/adapting-to-the-new-normal

  • Did DeepSeek cause an AI paradigm shift?

    SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...

    https://www.nikkoam.co.nz/articles/2025/did-deepseek-cause-a-paradigm-shift-february-2025

  • Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value

    SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...

    https://www.nikkoam.co.nz/articles/2024/yanagi-model-in-practice

  • 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

  • Navigating Japan Equities (November 2024): view of lower house elections

    SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...

    https://www.nikkoam.co.nz/articles/2024/view-of-lower-house-elections-2024

  • 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

  • Press Release - 20240627_01

    SHARE THIS Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia Nikko Asset Management (Nikko Asset Management Co., Ltd. together with all of its subsidiaries), one of Asia’s largest asset managers with US$240.1 billion in...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240627_01

  • Global Investment Committee’s outlook: stronger for longer

    SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.

    https://www.nikkoam.co.nz/articles/2024/global-investment-committee-outlook-2024

  • Vietnam seeing a full turnaround in fortunes

    SHARE THIS We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in...

    https://www.nikkoam.co.nz/articles/2024/vietnam-seeing-a-full-turnaround-in-fortunes-2024

  • Asia’s healthcare opportunities

    SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.

    https://www.nikkoam.co.nz/articles/2023/asias-healthcare-opportunities

  • Consumption in Asia from a new perspective

    SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...

    https://www.nikkoam.co.nz/articles/2023/consumption-in-asia-from-a-new-perspective

  • 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

  • Australian equity monthly - February 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-february-2021

  • Australian equity monthly - September 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-september-2020

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • 2025 GLOBAL OUTLOOK

    SHARE THIS With their central banks bringing interest rates down from previously restrictive settings, 2024 has been the year when most of the world’s economic players have finally begun to experience an easing of monetary policy. In each instance,...

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

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