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Press Releases - 2013
SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...
https://emea.nikkoam.com/media-center/press-releases/2013 -
Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds
SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2206 -
China equity outlook 2024
SHARE THIS For those willing to brave immediate challenges, we believe China will continue to offer long-term opportunities as the country has been working to become technologically self-sufficient and develop high-end technologies on its own in a more...
https://emea.nikkoam.com/articles/2023/china-equity-outlook-2024 -
Balancing Act: Global Multi-Asset Quarterly (Q2 2024)
SHARE THIS Although market volatility resurfaced in the early part of the April-June quarter as interest rate cuts in the US began to look less likely amid higher-than-expected inflation, risk assets bounced back and rallied strongly later in the...
https://emea.nikkoam.com/articles/2024/multi-asset-quarterly-q2-july-2024 -
Balancing Act: Global Multi-Asset Quarterly (Q3 2024)
SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...
https://emea.nikkoam.com/articles/2024/multi-asset-quarterly-q3-november-2024 -
New Zealand Equity Monthly (October 2024)
SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-october-2024 -
Japan’s GDP understated as a result of declining inventories
SHARE THIS Japan’s GDP understated as a result of declining inventories
https://emea.nikkoam.com/media-center/press-releases/2013/20131115-1 -
Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code
SHARE THIS Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code
https://emea.nikkoam.com/media-center/press-releases/2014/20140701-1 -
BOJ’s YCC shift parallels a Fed pattern
SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...
https://emea.nikkoam.com/articles/2022/boj-ycc-shift-parallels-fed-pattern -
Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies
SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...
https://emea.nikkoam.com/articles/2024/fed-boj-wait-and-see-december-2024 -
New Zealand Equity Monthly - May 2021
SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-may-21 -
Ample upside room for slow recovering J-REITs
SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...
https://emea.nikkoam.com/articles/2021/ample-upside-room -
What the Biden win could mean for Japanese equities
SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.
https://emea.nikkoam.com/articles/2020/what-the-biden-win -
Multi-asset monthly - March 2021
SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.
https://emea.nikkoam.com/articles/2021/multi-asset-march-2021 -
What can investors expect from a Kishida government?
SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...
https://emea.nikkoam.com/articles/2021/investors-expects-kishida-government -
A big comeback: Rising fortunes of Asia’s small caps
SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...
https://emea.nikkoam.com/articles/2022/rising-fortunes-asian-small-caps-2210 -
Net zero made in Asia
SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...
https://emea.nikkoam.com/articles/2023/net-zero-made-in-asia -
Exploring Asia’s investment megatrends: consumption, healthcare and net zero
SHARE THIS Right now, three megatrends are widely prevalent across Asia which look like significant drivers of investment growth for many years to come. These megatrends are consumption, healthcare and the net zero transition.
https://emea.nikkoam.com/articles/exploring-asia’s-investment-megatrends-consumption,-healthcare-and-net-zero -
Global macro outlook 2024
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
https://emea.nikkoam.com/articles/2023/global-macro-outlook-2024 -
Global multi-asset outlook 2025
SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...
https://emea.nikkoam.com/articles/2024/global-multi-asset-outlook-2025
