of IPO results between assets in multiple funds or investment advisory agreements Management of equities, bonds or foreign exchange brokered by group companies in assets in funds or investment advisory agreements Management of equities, bonds or foreign...
in 2002 to allow foreign institutional investors to invest in equities and bonds listed on China’s domestic stock exchanges, using foreign currency (mainly US dollars) obtained outside mainland China. What is RQFII? Announced in 2011, the Renminbi...
THIS Nikko Asset Management to Launch Japan's First Equity Long-Short Strategy ETF Nikko Asset Management is offering an exchange traded fund to be managed using a long-short strategy that targets Japanese equities, the first of its kind in Japan. This...
our funds for eligibility in the cumulative NISA system, we are now preparing to obtain the same registration for multiple Exchange Traded Fund (“ETF”) products. In July 2017, we also held a seminar on cumulative investment strategies for distributors...
SHARE THIS (as at 22 September 2023)
ETF Linked to TSE REIT Index ETF to debut on TSE 4 June Nikko Asset Management Co., Ltd. (Nikko AM) today announces a new exchange-traded fund (ETF) linked to the Tokyo Stock Exchange REIT Index, called the “Listed Index Fund J-REIT (Tokyo Stock...
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...
SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...
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...
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.
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...
SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
SHARE THIS We present our 2022 outlook for core markets, emerging markets and global credit.
SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.
SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.
SHARE THIS We discuss the implications of the weak yen, now considered by some as a menace rather than a blessing, for the Japanese market and economy. We also explain the potential impact of higher energy and commodity prices.
SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.
SHARE THIS We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.
SHARE THIS We are inclined towards Singapore and South Korean government bonds, given their relatively higher sensitivities to stabilising US Treasury yields. In currencies, we see the Singapore dollar continuing to outperform its regional peers.
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