Capabilities

Japan Equities

Tokio Marine Asset Management International Pte. Ltd. (TMAMI) was established in July 1997 in Singapore and is owned by Tokio Marine Asset Management Co., Ltd, (TMAM), a leading Japanese asset management firm.

TMAMI provides investment management and advisory services to institutional and accredited investors. TMAMI is a Capital Markets Services (CMS) license holder with the Monetary Authority of Singapore, and is a member of the Investment Management Association of Singapore (IMAS).

Explore Japan Equities With Us

WHY INVEST IN JAPAN EQUITIES WITH US?

expertise

Our investment team's expertise is both deep and wide-ranging, blending in-depth local insights with vast international experience. Comprised of over 10 Portfolio Managers and more than 20 Investment Analysts across the globe, we have served as steadfast stewards for institutional investors and pension funds for decades. This enduring role as trusted custodians for our clients underscores our unwavering commitment to excellence and stability.

local insights, global perspective

Inherited from our parent company, Tokio Marine Holdings—Japan's oldest non-life insurer founded in 1879—our commitment to providing investment solutions enriched with local insights and a global perspective is deeply ingrained in our DNA. This blend of expertise reflects a legacy of excellence and a forward-looking approach, central to our identity as investment specialists.

innovative

As a firm, we are committed to delivering innovative solutions that make a significant impact. We prioritize our clients' unique needs, offering objective and highly customized strategies tailored specifically for them.

client-focused

We embrace a client-focused investment approach, putting our clients' needs at the forefront of our strategies. Our Mission is to build long-term client relationships which are well-trusted and respected.

GARP

Active diversified growth with large cap bias

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FOCUS

High-conviction concentrated growth portfolio

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SMALL CAP

Hidden winners from cutting-edge insights

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JAPAN OWNERS'

Owner-owned and owner-managed public listed companies

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Opportunities in Japan Equities

After decades of deflation, Japan’s economy is at last showing signs of real and lasting change. These include margin-conscious price setting behavior, forward-looking investments in physical and human capital, wage growth driven by tight supply and increased labor mobility, more robust corporate governance, and a greater focus on shareholder returns.

Exit from a deflationary economy to underpin steady growth of corporate earnings.

Continued fiscal and monetary support to sustain economic growth.

Still reasonable valuations compared with US and other markets.

Broad government and institutional support for stronger corporate governance and shareholder consciousness.

A long-term active approach allows investors to take advantage of these changes by finding growth opportunities and differentiating between winners and losers.

Japan Equities Outlook

Japan is shifting to a non-deflationary economy as the cycle of prices, corporate earnings, wages, and consumption improves simultaneously. Fiscal and monetary policies will continue to underpin this forward momentum until the cycle of wage and price growth becomes self-sustaining.

We anticipate solid growth in corporate earnings, driven by improved trade terms, a steady domestic economy, and sustained growth in prices and margins. This earnings growth will support the strong stock market trend, even without expansion in valuations.

Growth stocks look set to improve once the US begins to unwind its recent tightening policies, while value stocks will need to shift their focus toward boosting earnings growth.

Demand for Japan equities will be underpinned by increased inflows from overseas investors, together with a long-term shift in Japanese household assets in a newly inflationary environment, supported by the revamped NISA investment savings scheme.

All in all, we forecast further highs for Japan equities in late 2024 and 2025.

Gain further insights on the Japanese equities Outlook here.

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