EMEA
Search Nikko AM
-
Harnessing Change-Monthly Insights: Asian Equity (February 2025)
SHARE THIS While US equities stumbled in February, Asian ex Japan equities gained modestly, helped by continued positive momentum in Chinese tech stocks. China's tech has been the comeback story so far in 2025 after DeepSeek injected some liveliness...
https://emea.nikkoam.com/articles/2025/asian-equity-february-2025 -
Harnessing Change-Monthly Insights: Asian Equity (January 2025)
SHARE THIS We believe the introduction of DeepSeek may cause a recalibration of capital expenditures. Its introduction has initiated a shift towards a more cost efficient, scalable, and accessible AI landscape.
https://emea.nikkoam.com/articles/2025/asian-equity-january-2025 -
Harnessing Change-Monthly Insights: Asian Equity (August 2024)
SHARE THIS We believe that the biggest fundamental change for Asian markets in the medium term is a shift in the interest rates regime, notably that of the US.
https://emea.nikkoam.com/articles/2024/asian-equity-august-2024 -
New Zealand Equity Monthly (May 2024)
SHARE THIS New Zealand’s equity market is currently facing challenging times. However, a sense that the country’s interest rates may have peaked are some of the indications that the market’s outlook may brighten.
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-may-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (June 2025)
SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...
https://emea.nikkoam.com/articles/2025/japan-equity-monthly-june-2025 -
Change as the only constant: investing in a world in transition
SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...
https://emea.nikkoam.com/articles/2024/change-as-the-only-constant-2024 -
Reaping big rewards in Asian small caps
SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...
https://emea.nikkoam.com/articles/2021/reaping-big-rewards -
Asian Equity Monthly – April 2021
SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-april-2021 -
Asian equity monthly – March 2021
SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-march-2021 -
Asian equity monthly – January 2021
SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-january-2021 -
Asian equity monthly – December 2020
SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-december-2020 -
Asian equity monthly – November 2020
SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-november-2020 -
Asian equity monthly – August 2020
SHARE THIS Asian stocks posted gains for the third consecutive month, boosted by positive COVID-19 vaccine developments around the world, the persistently weak US dollar (USD) and resilient Chinese economic data.
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-august-2020 -
Asian equity monthly – September 2020
SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-september-2020 -
Harnessing Change - Monthly Insights: Asian Equity-April 2024
SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...
https://emea.nikkoam.com/articles/2024/asian-equity-april-2024 -
Investment Outlook 2025
SHARE THIS INVESTMENT OUTLOOK 2025 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Global Global market and economic outlook 2025 Mind the fat tails and keep an eye on inflation,...
https://emea.nikkoam.com/insights/outlook-2025 -
China and India’s contrasting inflation front
SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.
https://emea.nikkoam.com/articles/2023/2310-china-and-india-contrasting-inflation-front -
Investment Outlook 2021
SHARE THIS Investment Outlook 2021 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2021 eBook Download & read on the go — a tablet-friendly collection...
https://emea.nikkoam.com/insights/outlook-2021 -
New Zealand Equity Monthly (February 2025)
SHARE THIS February was a challenging month for New Zealand’s stock market following a weak corporate earnings season. Looking ahead, however, we remain confident about the market in 2025 and after. A key reason for this is the interest rate cutting...
https://emea.nikkoam.com/articles/2025/nz-equity-monthly-february-2025 -
Singapore equity outlook 2024
SHARE THIS We believe that our “New Singapore” narrative focusing on sectors and companies that represent the future of the city-state will remain relevant in 2024. Energy transition has risen to prominence within the New Singapore narrative in...
https://emea.nikkoam.com/articles/2023/singapore-equity-outlook-2024
