EMEA
Search Nikko AM
-
Japan Equity Monthly - July 2021
SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-july-2021 -
Japan Equity Monthly - June 2021
SHARE THIS We discuss what global inflation could mean for Japan, with the country having struggled extensively with deflation; we also assess the BOJ‘s plan to boost funding for mitigating climate change and what that could mean in the longer run from...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-june-2021 -
Navigating Japan Equities: Monthly Insights from Tokyo (December 2023)
SHARE THIS We discuss how a bullish year for Japan equities has brought what was previously out of sight into view and analyse focal points for the market as we head into 2024; we also assess how focusing on efficiency and growth could be the way...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-december-2023 -
Navigating Japan Equities: Monthly Insights From Tokyo (August 2024)
SHARE THIS The Nikkei experienced its worst single-day fall early in August after reaching a record high just the previous month. Despite the recent slide, domestic factors supporting Japanese equities remain relatively unchanged, in our view. We...
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-august-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (April 2024)
SHARE THIS The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary...
https://emea.nikkoam.com/articles/2024/japan-equity-april-2024 -
Harnessing Change - Monthly Insights: Asian Equity-September 2023
SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-sep-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2023
SHARE THIS With inflationary issues subsiding across most of Asia, many regional central banks are now holding interest rates steady, if not cutting rates in the case of China. The US, meanwhile, is still warning of further rate hikes despite some...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-jun-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023
SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-april-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (February 2023)
SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-february-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (December 2022)
SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-december-2022 -
Harnessing Change - Monthly Insights: Asian Equity-May 2024
SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.
https://emea.nikkoam.com/articles/2024/asian-equity-may-2024 -
New Zealand Equity Monthly –January 2024
SHARE THIS We view 2024 with optimism—markets could begin to be driven by company earnings rather than by inflation outcomes and interest rate expectations as they have in the past year, and New Zealand’s market is well placed to shrug off volatility...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-jan-24 -
New Zealand Equity Monthly – October 2022
SHARE THIS A notable feature of global equities this year has been the significant divergence seen among indices. New Zealand’s S&P/NZX 50 Index has provided an example of this by following a different track to the overall global trend so far.
https://emea.nikkoam.com/articles/2022/nz-equity-monthly-october-22 -
Navigating Japan Equities: Monthly Insights from Tokyo (October 2022)
SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-october-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-July 2022
SHARE THIS Higher commodity prices impacted returns in Asia, while a slip in prices of crude oil and metals benefitted many Asian nations. We expect the future trajectory of inflation to dictate the path of interest rates, which in turn is seen...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-july-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2022
SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-june-2022 -
Asian Equity Monthly - July 2021
SHARE THIS Asian stocks suffered losses in July, weighed down by the selloff in Chinese equities following Beijing’s regulatory crackdown on the private tutoring and technology-related sectors.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-july-2021 -
Sustainability - Australian Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...
https://emea.nikkoam.com/sustainability/investment-management/australian-equity -
Japan Equity Monthly - January 2021
SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-january-2021 -
2021 China Equity Outlook
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
https://emea.nikkoam.com/articles/2021/china-equity-outlook-2021
