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Harnessing Change - Monthly Insights: Asian Equity-August 2023
SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-aug-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)
SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-january-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)
SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-september-2022 -
Investment Outlook 2022
SHARE THIS Investment Outlook 2022 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2022 eBook Download & read on the go — a tablet-friendly collection...
https://emea.nikkoam.com/insights/outlook-2022 -
New Zealand Equity Monthly (August 2024)
SHARE THIS In August the Reserve Bank of New Zealand lowered interest rates, marking the first change in the Official Cash Rate since May 2023. We expect New Zealand equities to be supported if the central bank maintains an accommodative approach.
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-august-2024 -
New Zealand Equity Monthly – October 2023
SHARE THIS In one of the most significant changes surrounding New Zealand’s equity market in recent years, the general election held in October delivered a change of government. Overall business sentiment has been generally positive after the election...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-oct-23 -
2023 Asian equity outlook
SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...
https://emea.nikkoam.com/articles/2023/asian-equity-outlook-2023 -
The future looks bright for Asia’s equity markets
SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.
https://emea.nikkoam.com/articles/2022/the-future-looks-bright-for-asias-equity-markets -
ESG through an Asian equity lens
SHARE THIS In recent years, the increased focus on ESG has validated our beliefs. Yet, the complex and fast-changing economies and societies that make up Asia continue to be a challenge confronting investors looking to apply ESG analysis across Asian...
https://emea.nikkoam.com/articles/2022/esg-through-an-asian-equity-lens-2209 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2022
SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-april-2022 -
Nikko Asset Management Appoints Head of Asia ex-Japan Equity
SHARE THIS Nikko Asset Management Appoints Head of Asia ex-Japan Equity Nikko Asset Management has today announced the appointment of Rob Mann as the Head of Asia ex-Japan Equity, based out of Singapore.
https://emea.nikkoam.com/media-center/press-releases/2019/nikko-asset-management-appoints-head-of-asia-ex-japan-equity -
New Zealand Equity Monthly – September 2022
SHARE THIS The recent reporting season showed that New Zealand’s “gentailers” (companies that both generate and sell energy) remain committed to developing renewable generation capacity, with five such projects currently under construction. However, a...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-september-22 -
New Zealand Equity Monthly – August 2022
SHARE THIS In an encouraging sign for New Zealand equities, the benchmark NZX 50 Index ended August approximately 10% higher compared to the lows it saw in June, when it dropped below the 11,000 level for the first time in two years. However, the...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-august-22 -
New Zealand Equity Monthly – July 2022
SHARE THIS This month we focus on two ESG-linked themes that generate a significant amount of investor interest: carbon neutrality and modern slavery.
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-july-22 -
New Zealand Equity Monthly – May 2022
SHARE THIS Recent results in the New Zealand retirement sector have been strong almost across the board, with operators of retirement villages posting high sales of both new stock and existing units. Independent valuations of retirement village assets...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-may-22 -
New Zealand Equity Monthly – April 2022
SHARE THIS This month we turn our focus to developments in China and their impact on New Zealand companies. New Zealand’s trade with China expanded by 22% in 2021 despite COVID-19 having an impact throughout the year. This highlights the incredible...
https://emea.nikkoam.com/articles/2022/new-zealand-equity-monthly-april-2022 -
New Zealand Equity Monthly – March 2022
SHARE THIS This month we focus on A-REITs, which are larger and more liquid relative to their New Zealand peers. One of the sector’s benefits over its New Zealand counterpart is its simple numerical advantage: Australia boasts 34 REITs, which is three...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-march-22 -
New Zealand Equity Monthly – February 2022
SHARE THIS The New Zealand market recovered well from the global plunge in equities seen in response to Russia’s invasion of Ukraine on 24 February. The current events in Europe have had very little immediate impact on New Zealand, particularly from a...
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-february-22 -
New Zealand Equity Monthly – November 2021
SHARE THIS COP26 included a pledge by New Zealand and 100 other countries to achieve 30% cuts in methane emissions by 2030. Similar progress is being seen in the area of corporate disclosure as New Zealand is set to have its first climate-related...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-november-21 -
New Zealand Equity Monthly – August 2021
SHARE THIS With the reporting season in full swing, this month we turn our attention to New Zealand’s corporate results and announcements. In particular we focus on the COVID-19 pandemic and its effect on such results and highlight how changing...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-august-21
