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China Equity - Our Solutions
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https://emea.nikkoam.com/sp/china-equity/our-solutions -
China Equity - Nikko AM Edge
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https://emea.nikkoam.com/sp/china-equity/the-nikkoam-edge -
Global Equity Quarterly Report - 201706
SHARE THIS Global Equity Quarterly Report The US has a serious healthcare system cost problem, with healthcare spending representing 18% of GDP last year and rising. Ageing societies and the increasing prevalence of chronic illnesses mean that this...
https://emea.nikkoam.com/market-reports/2017/global-equity-quarterly-report-201706 -
Nikko Asset Management Wins Best Asia Pacific Equity ETF Manager Award
SHARE THIS Nikko Asset Management Wins Best Asia Pacific Equity ETF Manager Award
https://emea.nikkoam.com/media-center/press-releases/2015/nikko-asset-management-wins-best-asia-pacific-equity-etf-manager-award -
If Trump wins: uncertainties and opportunities from an Asian equity perspective
SHARE THIS As the November 2024 US presidential elections draw ever closer, we explore the global trade, economic and geopolitical implications from an Asian equity perspective, focusing on the uncertainties and opportunities that could arise if Donald...
https://emea.nikkoam.com/articles/2024/if-trump-wins-uncertainities-and-opportunities-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (May 2025)
SHARE THIS While the “tariff crisis” may have clouded Japan’s economic outlook, the prospects are certainly not opaque as it may look to reduce the role of US exports. Trade tensions have also prompted the Bank of Japan to hold monetary policy steady,...
https://emea.nikkoam.com/articles/2025/japan-equity-monthly-may-2025 -
Navigating Japan Equities: Monthly Insights From Tokyo (June 2024)
SHARE THIS This month we look beyond Japan’s impressive dividends and share buybacks from the perspective of corporate governance reform; we also explain how the “quantity effect” associated with exports may reduce the relevance of currency levels.
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-june-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (May 2024)
SHARE THIS This month we analyse why the influence of capex and wages on spending behaviour are key to gauging whether an inflationary mindset is taking hold among households; amid an adjustment by Japanese stocks from record highs, we also look for...
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-may-2024 -
Harnessing Change - Monthly Insights: Asian Equity-December 2023
SHARE THIS The peaking of interest rates and potentially the US dollar could be a boon for broader markets—particularly those more sensitive to liquidity, countries with more room to ease rates and areas where positive fundamental changes have been...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-dec-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2023
SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-march-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)
SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-april-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (March 2023)
SHARE THIS This month we discuss what the market may initially seek the most from the next Bank of Japan governor; we also look at Japan’s expanding outlays, with tax revenue and inflation in focus.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-march-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (January 2023)
SHARE THIS We discuss the Bank of Japan’s unexpected move to tweak its yield curve control scheme and the potential implications; we also provide a brief overview of some of the factors seen impacting Japan equities in 2023.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-january-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2022
SHARE THIS Asian stocks rebounded strongly in November after Federal Reserve Fed Chair Jerome Powell pointed to slower pace of monetary policy tightening and lifted market sentiment. All Asian markets ended in positive territory, with China in the lead...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-november-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-October 2022
SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-october-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-September 2022
SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-september-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2022
SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-march-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (April 2022)
SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-april-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2022
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-february-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)
SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-march-2022
