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2021 Asian Equity Outlook
SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...
https://emea.nikkoam.com/articles/2021/asian-equity-outlook-2021 -
Global Investment Committee Outlook: Especially buoyant non-US equities
SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...
https://emea.nikkoam.com/articles/2020/global-investment-committee-outlook-especially-buoyant-non-us-equities -
Navigating Japan Equities: Monthly Insights From Tokyo (October 2024)
SHARE THIS This month we assess views in the market that the BOJ may have taken a dovish turn at its September policy meeting; we also point to further signs of a steady rise in wages and how that paves the way for a recovery in consumption and,...
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-october-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (July 2024)
SHARE THIS This month we focus on the surge in long-term JGB yields and whether it poses a threat to equities; we also discuss the potential upside for Japan’s small- and mid-cap stocks.
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-july-2024 -
Harnessing Change - Monthly Insights: Asian Equity-November 2023
SHARE THIS Despite short-term negatives, we believe that China continues to offer ample long-term growth opportunities as the country pivots towards advanced manufacturing and technology. Elsewhere, some of the best growth stories globally could be...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-nov-2023 -
Harnessing Change - Monthly Insights: Asian Equity-July 2023
SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-jul-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2023
SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-february-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2023
SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-january-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2022
SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-december-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)
SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-february-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (August 2022)
SHARE THIS We take a look at the short and long term prospects of Abenomics without Abe, and we also discuss the recent trend of an increasing number of Japanese companies passing on higher costs to consumers and whether this phenomenon can continue.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-august-2022 -
2022 Asian Equity Outlook: Well positioned to navigate tightening
SHARE THIS We believe that Asian economies are well positioned to navigate monetary tightening in the US. Government finances are healthier, as are corporate balance sheets. Most Asian economies are digitising faster than their western peers, while...
https://emea.nikkoam.com/articles/2022/asian-equity-outlook-2022 -
2022 China Equity Outlook: Focusing on new market leaders
SHARE THIS Amid a flurry of headlines, investors may have largely overlooked the significant number of recent positive developments in China, such as initiatives directed towards ambitious renewables targets, the continued opening up of the financial...
https://emea.nikkoam.com/articles/2022/china-equity-outlook-2022 -
Asian Equity Monthly - August 2021
SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-august-2021 -
Asian Equity Monthly - June 2021
SHARE THIS Asian stocks edged lower in June, partly weighed down by a recent spike in COVID-19 cases in the region. Lingering worries about rising inflation and fears of a faster-than-expected tapering of the US Federal Reserve’s quantitative easing...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-june-2021 -
Japan Equity Monthly - April 2021
SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-april-2021 -
Japan Equity Monthly - March 2021
SHARE THIS We provide our view on the Bank of Japan’s latest policy review, under which the central bank decided to allow long-term rates to fluctuate in a wider band and removed its annual target for ETF purchases. We also assess the barring of...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-march-2021 -
Sustainability - Global Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Equity Our Philosophy Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to...
https://emea.nikkoam.com/sustainability/investment-management/global-equity -
Sustainability - Asian Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Equity Our Philosophy We see the Asian region as being comprised of diverse growth markets, where fundamental drivers can lead to substantial and rapid change. As such, our investment process is...
https://emea.nikkoam.com/sustainability/investment-management/asian-equity -
Japan Equity Monthly - December 2020
SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-december-2020
