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  • Japan’s equity market a hotspot for active investment

    SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.

    https://en.nikkoam.com/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024

  • How to wean off a weak yen without fading Japan’s recovery

    SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...

    https://en.nikkoam.com/articles/2024/how-to-wean-off-a-weak-yen-2024

  • FOMC meeting: uptick in uncertainty with jobs, inflation and price expectations in focus

    SHARE THIS The Federal Reserve's interest rate cut in November was largely expected. However, Fed Chair Powell's comments pointed to changes in language, suggesting a shift towards a more uncertain policy, with inflation and employment trends...

    https://en.nikkoam.com/articles/2024/2411-fomc-uptick-uncertainly-with-jobs

  • Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies

    SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...

    https://en.nikkoam.com/articles/2024/fed-boj-wait-and-see-december-2024

  • What the return of interest rates means for Japan

    SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...

    https://en.nikkoam.com/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan

  • Balancing Act Monthly Insights: Global Multi-Asset (February 2025)

    SHARE THIS For January, we reduced our overweight position in growth while maintaining our overweight position in defensives. With respect to growth assets, Trump's second presidency ushers in a new era of US exceptionalism which has implications on...

    https://en.nikkoam.com/articles/2025/multi-asset-monthly-february-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (March 2025)

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

    https://en.nikkoam.com/articles/2025/multi-asset-monthly-march-2025

  • Impact of additional US tariffs on Asia rates and credit markets

    SHARE THIS The "Liberation Day" US tariffs are expected to strongly impact Asia, where most countries run a trade surplus with the US. Although significant uncertainty is likely to linger, our base case is for most of the region's economies to...

    https://en.nikkoam.com/articles/2025/impact-of-additonal-us-tariffs-on-asia-april-2025

  • New Zealand Equity Monthly (May 2025)

    SHARE THIS New Zealand’s climate-related disclosures regime came into effect for reporting periods beginning on or after 1 January 2023 and the first rounds of annual reports were released in 2024. Now that the second year of reporting is underway, we...

    https://en.nikkoam.com/articles/2025/nz-equity-monthly-may-2025