SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.
SHARE THIS The optimist says prices are cheap. The pessimist says prices are expensive. The central banker says inflation is transitory. We remain in the aftermath of a month where the worldview on the future of monetary policy has dramatically changed.
SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.
SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...
SHARE THIS Global economic data continues to improve and deliver positive surprises relative to pessimistic consensus forecasts. While this is undoubtedly good news, it cannot negate the fact that activity levels are still well short of pre-pandemic...
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
SHARE THIS The price bifurcation of ASEAN equities this year caused by the COVID-19 pandemic is creating ample stock-picking opportunities for long-term investors. Read on to find out which markets and sectors in the ASEAN region that we have the...
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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's global multi currency strategies focus on investing in a diverse basket of currencies, supported by strong underlying fundamental analysis of more than 50 currencies from both developing and emerging markets. Key Characteristics A...
SHARE THIS The Japan Growth Equity strategy aims to generate out performance by investing in companies which deliver greater than market average earnings growth, over the medium to long-term. Key Characteristics Opportunistically invests across all...