Nomura North Asia CIO Julia Wang says the Chinese yuan is likely to see only gradual near-term appreciation. She also says greater flexibility is more important than currency strength for any attempts to internationalize the RMB, and that the key thing to watch for at the upcoming Two Sessions is China's fiscal policy plans.
For 4Q2025, Nomura Value Fund institutional Class shares modestly trailed its benchmark, the Russell 1000® Value Index. In October, we sold our position in Kenvue Inc. (KVUE), a consumer health company with globally recognizable brands such as Band-Aid, Listerine, Neutrogena, Tylenol, and Johnson's baby products. Approximately two-thirds of Zoetis's revenue is generated by products for companion animals while the remainder comes from products for livestock.
For 4Q25, Nomura Small Cap Value Fund Institutional class shares slightly lagged the return of its benchmark, the Russell 2000 Value Index. Stock selection and an underweight allocation to the healthcare sector were the most notable detractors from the Fund's performance for the quarter. Shares of Herc outperformed during the quarter when the company reported earnings that were better than analysts' expectations.
For 4Q25, Nomura Science and Technology Fund Institutional Class shares had a positive absolute return, but it underperformed S&P North American Technology Sector Index. During the quarter, the underweight to software and services along with an overweight to hardware, semiconductor, and semi cap equipment contributed most. On an individual stock basis, holdings in Seagate Technology, Micron Technology, and an underweight to Oracle were the strongest relative performers.
Investors interested in Financial - Investment Bank stocks are likely familiar with Nomura Holdings (NMR) and MarketAxess (MKTX). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors with an interest in Financial - Investment Bank stocks have likely encountered both Nomura Holdings (NMR) and MarketAxess (MKTX). But which of these two companies is the best option for those looking for undervalued stocks?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Nomura Holdings, Inc. (NMR) Q3 2026 Earnings Call Transcript
Japan's Nomura Holdings is on the lookout for private debt asset management acquisitions as it expands its alternative assets business, chief executive Kentaro Okuda said in an interview with Reuters.
Nomura's Sonal Varma discusses the impact of US trade policy on Indian exporters and the country's overall economy. She speaks with Menaka Doshi and Yvonne Man on Bloomberg Television.
Leveraged ETFs, and a highly unbalanced market have been among the forces bubbling away at this market for weeks, a highly respected strategist notes.