EMEA
Search Nikko AM
-
New Zealand Equity Monthly - June 2021
SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-june-21 -
Navigating Japan Equities: Monthly Insights From Tokyo (February 2025)
SHARE THIS This month we discuss signs of improvement in the Bank of Japan (BOJ)'s market communication following its recent rate hike; we also focus on Japan's economic resilience amid a flurry of trade-related headlines impacting the markets.
https://emea.nikkoam.com/articles/2025/japan-equity-monthly-february-2025 -
Navigating Japan Equities: Monthly Insights from Tokyo (October 2023)
SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-october-2023 -
Navigating Japan Equities: Monthly Insights From Tokyo (January 2025)
SHARE THIS This month we discuss how a rise in delistings reflects efforts to create a more attractive equity market; we also assess ways in which a merger by large automakers in Japan could stimulate reforms beyond the industry.
https://emea.nikkoam.com/articles/2025/japan-equity-monthly-january-2025 -
Harnessing Change-Monthly Insights: Asian Equity-June 2024
SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...
https://emea.nikkoam.com/articles/2024/asian-equity-june-2024 -
Harnessing Change - Monthly Insights: Asian Equity-February 2024
SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...
https://emea.nikkoam.com/articles/2024/asian-equity-february-2024 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-August 2022
SHARE THIS The regional index of the MSCI AC Asia ex Japan in August was flat at 0.0% in US dollar terms, recovering after falling into negative territory earlier. The North Asian region was weighed down by foreign currency effects, trailing behind its...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-august-2022 -
Japan Equity Monthly - February 2021
SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-february-2021 -
Japan Equity Monthly - September 2020
SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-september-2020 -
Nikko Asset Management Adds Depth to Global Equity Team
SHARE THIS Nikko Asset Management Adds Depth to Global Equity Team Nikko Asset Management (“Nikko AM”) has appointed Jeremy Hall as Investment Director – Global Equity. In this role, he will be a portfolio manager within the Nikko AM Global Equity team...
https://emea.nikkoam.com/media-center/press-releases/2017/nikko-asset-management-adds-depth-to-global-equity-team -
Nikko Asset Management Launches Asia ex-Japan Equity Fund
SHARE THIS Nikko Asset Management Launches Asia ex-Japan Equity Fund "Nikko Asset Management has launched a Luxemburg domiciled Asia ex-Japan Equity UCITS fund. The fund is managed by Nikko Asset Management’s experienced Asia ex-Japan equities team...
https://emea.nikkoam.com/media-center/press-releases/2015/nikko-asset-management-launches-asia-ex-japan-equity-fund -
Equity
Global Equity Japan Enhanced Index Japan Core Asia-Pacific (ex-Japan) Japan Growth Australia Japan Value China Japan Small / Mid Cap New Zealand About the Nikko Asset Management Japan Equity Team Research Approach The strength of our proprietary...
https://emea.nikkoam.com/institutional/equity -
New Zealand equity outlook 2025
SHARE THIS As we head into 2025, we have picked three key elements that we believe will have the greatest influence over market behaviour and performance: interest rates, the strength of the New Zealand dollar and geopolitical uncertainty.
https://emea.nikkoam.com/articles/2024/new-zealand-equity-outlook-2025 -
ASEAN equity outlook 2024
SHARE THIS We believe ASEAN will offer good pockets of growth and quality opportunities, as well as earnings resilience and protection amid some of the prevailing global macro headwinds.
https://emea.nikkoam.com/articles/2023/asean-equity-outlook-2024 -
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 -
2023 China equity outlook
SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...
https://emea.nikkoam.com/articles/2023/china-equity-outlook-2023 -
Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021
SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-october-2021 -
Japan Equity Monthly – October 2021
SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-october-2021 -
Asian Equity Monthly - September 2021
SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-september-2021 -
Japan Equity Monthly - September 2021
SHARE THIS We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-september-2021
