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...
SHARE THIS The small and mid cap segments of the Japanese equity market cover roughly 90% of stocks listed on the Tokyo Stock Exchange, many of which are under-researched. Key Characteristics Focused Small/Mid Cap philosophy Japanese companies with...
SHARE THIS For October, on a seasonally adjusted YoY basis, Japan’s October YoY Industrial Production (IP) result was better than both US Manufacturing IP and US Total IP. It likely surpassed Europe’s too.
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...
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...
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...
SHARE THIS It is attention-grabbing for some analysts and soothsayers to speculate on politics, but this is no casual matter.
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...
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...
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SHARE THIS Hiroki Tsujimura, Chief Investment Officer, Japan, explains our advantage for asset management in Japan with a very stable team of local experts.
SHARE THIS Nikko Asset Management Strengthens Support for the Japan National Wheelchair Rugby Team "Nikko Asset Management has signed an official partnership agreement with the Japan Wheelchair Rugby Federation (JWRF) for the second successive year....
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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...
SHARE THIS Fundamental, bottom up approach with a value style bias investing in Japanese listed companies across all sectors and market capitalizations.
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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...
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...
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
SHARE THIS Introduction The website accessible via the URL [http://www.nikkoam.com/english/] ("the Site") is operated by Nikko Asset Management Co., Ltd., a company incorporated and existing under the laws of Japan whose registered office is at 9-7-1...
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