EMEA
Search Nikko AM
-
Asian equity monthly – February 2021
SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-february-2021 -
Asian equity monthly – October 2020
SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-october-2020 -
2022 Singapore Equity Outlook: Focusing on sustainable growth
SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...
https://emea.nikkoam.com/articles/2022/singapore-equity-outlook-2022 -
Japan Equity Monthly - November 2020
SHARE THIS The Japanese equity market has posted impressive gains as 2020 draws to a close, with the Nikkei Stock Average reaching a near three-decade high, and we assess the rise from a long-term perspective. We also analyse how Japanese equities have...
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-november-20220 -
Global Equity 2019 LP
SHARE THIS Menu Your goals, our commitment. Future Quality Team Process Insights Downloads Contact Global Equity Future Quality: Attain and sustain high returns on investment Driven by a passion for uncovering Future Quality investments, we build...
https://emea.nikkoam.com/sp/global-equity -
Harnessing Change-Monthly Insights: Asian Equity (May 2025)
SHARE THIS Markets, while volatile, have continued to recover, and we are now seeing an easing of trade tensions. However, in these uncertain times, one thing remains clear—uncertainty itself. The situation remains fluid, and against such a background...
https://emea.nikkoam.com/articles/2025/asian-equity-may-2025 -
Harnessing Change-Monthly Insights: Asian Equity (March 2025)
SHARE THIS China’s focus on boosting domestic consumption as their top policy priority in 2025 sets a positive trajectory. The ability of individual countries to provide domestic stimulus is going to be crucial in limiting the impact of global growth...
https://emea.nikkoam.com/articles/2025/asian-equity-march-2025 -
New Zealand Equity Monthly (March 2025)
SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...
https://emea.nikkoam.com/articles/2025/nz-equity-monthly-march-2025 -
New Zealand Equity Monthly (January 2025)
SHARE THIS The New Zealand equity market paused for breath and dipped in January after posting significant gains towards the end of 2024. Some of the market’s decline reflected a dent in enthusiasm for consumer-facing and cyclical stocks. Global market...
https://emea.nikkoam.com/articles/2025/nz-equity-monthly-january-2025 -
New Zealand Equity Monthly (November 2024)
SHARE THIS The Reserve Bank of New Zealand began cutting interest rates late in 2024 and is anticipated to ease further in 2025. The interest rate environment is expected to be a positive factor for the equity market, which has seen the retail and...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-november-2024 -
Harnessing Change-Monthly Insights: Asian Equity (July 2024)
SHARE THIS India remains the long-term growth story in Asia and continues to attract fresh investment flows. China, on the other hand, has become the value play waiting for positive catalysts to turnaround sentiment.
https://emea.nikkoam.com/articles/2024/asian-equity-july-2024 -
New Zealand Equity Monthly (June 2024)
SHARE THIS A look back at the past six months reveals the extent to which New Zealand’s equity market has missed out on the strength seen in many other global markets. Amid these struggles, however, the New Zealand market’s sensitivity to interest...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-june-2024 -
New Zealand Equity Monthly – September 2021
SHARE THIS The equity market reaction to New Zealand’s second COVID-19 lockdown has been far more muted than the first time similar restrictions were imposed. The first lockdown from March 2020 caused an aggressive sell-off as investors and companies...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-september-21 -
Harnessing Change - Monthly Insights: Asian Equity-October 2023
SHARE THIS While the risk-off environment stretched into another month, we are still finding plenty of positives in Asia. India’s macro remains favourable; Chinese equity markets are near the cheapest in 20 years; and the semiconductor industry is...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-oct-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (November 2022)
SHARE THIS We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-november-2022 -
New Zealand Equity Monthly – November 2023
SHARE THIS November was a stronger month for equities given that central banks around the world began suggesting that interest rates have peaked. While we do not expect to see any rate cuts in the near term, investors appear to believe that the worst...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-nov-23 -
Asian equity outlook 2024
SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...
https://emea.nikkoam.com/articles/2023/asian-equity-outlook-2024 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2022
SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-may-2022 -
Japan Equity Monthly - October 2020
SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-october-2020 -
Harnessing Change-Monthly Insights: Asian Equity (April 2025)
SHARE THIS We can expect more aggressive policy support from Chinese authorities over the next several months for consumption and business activities, prompted by the still uncertain global trade situation. Despite the ongoing volatility and...
https://emea.nikkoam.com/articles/2025/asian-equity-april-2025
