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April 2018

Asian Equity Monthly Outlook

Volatility across global markets has picked up in recent months following an abnormally long period of stability and strong returns across asset classes.

Japan Equity Monthly Review

The Japanese equity market fell in March, with both the TOPIX (w/dividends) and the Nikkei 225 (w/dividends) dropping 2.04% on-month.

March 2018

Global Equity Quarterly Report

If we have been in something of a financial ‘upside down’ for the last 10 years or so with negative interest rates and hugely accommodative monetary conditions, what have been the effects and what might lie ahead?

Asian Equity Monthly Outlook

Despite recent volatility, we see the rally in Asian equity markets being well supported by both positive structural reform and increasing economic activity across the region.

Japan Equity Monthly Review

Japanese stocks were not spared the global selloff in early February. While we would not be surprised to see volatility persist as market conditions normalise, we continue to expect healthy returns for risk assets such as equities.

February 2018

Japan Equity Monthly Review

The Bank of Japan (BOJ) has been trimming its bond purchases lately, fuelling speculation that the central bank may wind back its monetary stimulus this year.

Asian Equity Monthly Outlook

The MSCI AC Asia ex Japan Index returned 7.6% in USD terms in January, amid optimism about solid economic growth and corporate earnings. China's solid stock market gain was underpinned by the financials, energy and real estate sectors.

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Email: EMEAenquiries@nikkoam.com
Tel: +44 (0) 20 7796 9866