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Unlocking value in Japan: The power of an active value approach in Japanese equities (Part 4 of 4)
Junichi Takayama, Nikko AM and Elizabeth Pfeuti, Rhotic Media
Discover the transformative journey of Japan’s economy in our latest webinar episode, “Unlocking value in Japan: The power of an active value approach in Japanese equities”. Learn why the Japanese market is particularly well-suited to active investment management, and in particular why a value approach should be considered. Watch the final episode now with Nikko AM Investment Director of Japan Equities Junichi Takayama.
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From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity (Part 1 of 4)
Naomi Fink, Nikko AM and Elizabeth Pfeuti, Rhotic Media
Discover the transformative journey of Japan’s economy in our latest webinar episode, “From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity.” Explore opportunities arising from Japan’s shift towards reflation, paving the way for sustained growth. Uncover strategic shifts in corporate cash usage, investment strategies, and the evolving landscape of consumer spending and wage growth. Watch episode one now with Nikko AM Chief Global Strategist Naomi Fink.
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Japan’s “Virtuous Circle”: Why this time is different (Part 2 of 4)
Naomi Fink, Nikko AM and Elizabeth Pfeuti, Rhotic Media
Discover the transformative journey of Japan’s economy in our latest webinar episode, “From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity.” Explore opportunities arising from Japan’s shift towards reflation that is fueling a sustained "Virtuous Circle". The change from mild deflation to mild inflation offers long-term opportunities as both corporates and consumers change behavior. Watch episode two now with Nikko AM Chief Global Strategist Naomi Fink.
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Investing in Japan’s corporate governance renaissance (Part 3 of 4)
Junichi Takayama, Nikko AM and Elizabeth Pfeuti, Rhotic Media
Discover the transformative journey of Japan’s economy in our latest webinar episode, “Investing in Japan’s corporate governance renaissance”. Explore opportunities arising from Japan’s corporate governance reforms. Watch episode three now with Nikko AM Investment Director of Japan Equities Junichi Takayama.
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Unlocking value in Japan: The power of an active value approach in Japanese equities (Part 4 of 4)
Junichi Takayama, Nikko AM and Elizabeth Pfeuti, Rhotic Media
Discover the transformative journey of Japan’s economy in our latest webinar episode, “Unlocking value in Japan: The power of an active value approach in Japanese equities”. Learn why the Japanese market is particularly well-suited to active investment management, and in particular why a value approach should be considered. Watch the final episode now with Nikko AM Investment Director of Japan Equities Junichi Takayama.