Japan

Investment Insights by our experts and thought leaders

Global trade the key for Japan

As we start 2017, we expect the continued recovery in Japan’s economy will be driven by three factors outlined in this article.

Trump as Teddy Roosevelt

Trump certainly is non-conventional, in many ways similar to Teddy Roosevelt. Hopefully, Japan can adapt to this new reality, and instead of blocking Trump's initiatives, be able to have acceptable compromise “deals” ready.

House View: Bullish on Global Equities and the USD in 2017

Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks

Japan Equity Market Outlook 2017

We believe that in an increasingly uncertain world, Japan’s less uncertain market will provide a compelling opportunity for serious investors.

Japan’s “Show Me the Money” Corporate Governance: 3Q update

Given the release of the third quarter data, we update our decade-long theme about improving corporate governance in Japan.

Interpreting Signals in Unprecedented Times - Japan Equity Market Outlook

No turning back — 2% inflation target not only intact but enhanced with a new “inflation overshooting commitment”

Will Japan Exit the UK?

Our UK expert on BREXIT and our chief global strategist respond to Japan’s concern about its investments in the UK.

More Radical Central Bank Policies and Implications for Stock Picking

Given how important central bank policies are for the pricing of assets, our focus has to be on what they do next. If debt monetisation were to occur, it would have significant implications for equity investing.

A deeper look into Japan and China's debt problems

The prevailing market view on the region remains negative, mainly centring on China's debt problem and general doubts about Abenomics. We focus on some aspects of this negativity from a sovereign balance sheet perspective and conclude that the potential dangers are overstated.

Japan’s “Show Me the Money” Corporate Governance

Given the release of the second quarter data, we update our decade-long theme about improving corporate governance in Japan.

Videos of Interest

Key Principles for Multi-Asset

Key Principles for Multi-Asset

Institutional-quality multi-asset products, solutions and customized advisory services for global clients, who are increasingly allocating their assets to investment opportunities around the world.

4 Key Themes for Tomorrow's Asia

4 Key Themes for Tomorrow's Asia

Asia is evolving rapidly, which has implications for investors globally. It should no longer be viewed as just a cheap manufacturing hub, but a region with high value-added industries catering to an increasingly wealthy middle class.