Nikko AM Japan Value fund's Aoyagi eyes Nikkei's 'growth transition'

Hope for ESG to help market turn around

James Baxter-Derrington
clock • 2 min read
Shigeru Aoyagi of Nikko Asset Management
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Shigeru Aoyagi of Nikko Asset Management

The Japanese market is poised to benefit from a reversion to value and the shift to green industries, according to manager of the Nikko AM Japan Value fund Shigeru Aoyagi, who argued the mature, cyclical Nikkei is in a transition period to a growth market.

Speaking to Investment Week via a translator, the manager of the ¥10.4bn (£68m) fund explained that ever since Japan's asset bubble in the late 1980s, the Nikkei 225 has experienced "30 years of underperformance"...

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