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2023 Singapore equity outlook
SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...
https://emea.nikkoam.com/articles/2023/singapore-equity-outlook-2023 -
2022 Japan Equity Outlook: ESG to bring Japan to the fore
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
https://emea.nikkoam.com/articles/2022/japan-equity-outlook-2022 -
The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend
SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.
https://emea.nikkoam.com/articles/2021/japan-market-upside-potential -
Harnessing Change - Monthly Insights: Asian Equity-January 2024
SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.
https://emea.nikkoam.com/articles/2024/asian-equity-monthly-jan-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (December 2024)
SHARE THIS This month we evaluate factors expected to attract attention in 2025 from a Japanese economy and equity market perspective. And as the government compiles another stimulus package, we discuss how Japan could be about to test the Laffer curve...
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-december-2024 -
New Zealand Equity Monthly – April 2023
SHARE THIS New Zealand’s equity market was surprisingly strong in the first four months of 2023 given the current challenges faced by the economy. The actual picture is more mixed, however, partly as a result of the concentrated nature of the New...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-april-23 -
2023 New Zealand equity outlook
SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...
https://emea.nikkoam.com/articles/2023/new-zealand-equity-outlook-2023 -
Japan Equity Monthly - August 2021
SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-august-2021 -
Global Investment Committee’s outlook: growth cycle may continue but mind the fatter tails
SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...
https://emea.nikkoam.com/articles/2024/gic-outlook-december-2024 -
Harnessing Change-Monthly Insights: Asian Equity (November 2024)
SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...
https://emea.nikkoam.com/articles/2024/asian-equity-november-2024 -
Singapore equity outlook 2025
SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...
https://emea.nikkoam.com/articles/2024/singapore-equity-outlook-2025 -
Harnessing Change - Monthly Insights: Asian Equity (October 2024)
SHARE THIS During the first Trump presidency, China outperformed the S&P 500 and all the perceived beneficiaries of "China Plus One". While history may not be repeated, it is clear that China's domestic policy and market environment will become...
https://emea.nikkoam.com/articles/2024/asian-equity-october-2024 -
Harnessing Change-Monthly Insights: Asian Equity (September 2024)
SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...
https://emea.nikkoam.com/articles/2024/asian-equity-september-2024 -
New Zealand Equity Monthly – June 2022
SHARE THIS As in the rest of the world, times are tough for New Zealand’s economy. Even so, given that stagflation occurs when higher inflation is combined with slower economic growth and rising unemployment, New Zealand is contending with the negative...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-june-22 -
New Zealand Equity Monthly – January 2022
SHARE THIS We see the volatility in the New Zealand markets as an opportunity to focus on new companies for which we have a high degree of confidence in their earnings.
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-january-22 -
New Zealand Equity Monthly – October 2021
SHARE THIS The New Zealand stock market has been flat in the calendar year to date, with companies working to adapt to a number of risk factors. This puts it in stark contrast with markets in the rest of the developed world, which have seen gains...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-october-21 -
New Zealand Equity Monthly - July 2021
SHARE THIS This month we turn our focus to environment, social and governance (ESG) issues. ESG is firmly in the spotlight at present, and this trend will only intensify in the future. In global terms, Europe’s level of ESG legislation is more advanced...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-july-21 -
Asian Equity Monthly - May 2021
SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-may-2021 -
Japan Equity Monthly - May 2021
SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-2106 -
Navigating Japan Equities: Monthly Insights From Tokyo (March 2025)
SHARE THIS We assess the factors behind the recent surge in Japan's long-term yields and its implications for equities; we also analyse the robustness of corporate earnings amid the structural economic changes taking place.
https://emea.nikkoam.com/articles/2025/japan-equity-monthly-march-2025
