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China Equity - New Growth Model
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https://emea.nikkoam.com/sp/china-equity/why-now-new-growth-model -
China Equity - Global Leadership
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https://emea.nikkoam.com/sp/china-equity/why-now-global-leadership -
China Equity - Why Now
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https://emea.nikkoam.com/sp/china-equity/why-now -
China Equity - Intro video
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https://emea.nikkoam.com/sp/china-equity -
Global Equity
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Asian Equity
https://emea.nikkoam.com/insights/videos/asian-equity -
Japan Equity
https://emea.nikkoam.com/insights/videos/japan-equity -
Global Equity
https://emea.nikkoam.com/insights/videos/global-equity -
Asian Equity
https://emea.nikkoam.com/market-reports/all-reports -
Equity
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Insights/Global Equity
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Insight/Global Equity
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Equity
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equity
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Global Investment Committee’s outlook
SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2312 -
Future Quality Insights: structural shifts in AI, energy and defence shaping tomorrow’s returns
SHARE THIS As always, we are focused on finding ideas that are supported by the four pillars of Future Quality investing: franchise quality, integrity of management, balance sheet strength and valuation. We expect AI, energy and defence to continue...
https://emea.nikkoam.com/articles/2025/future-quality-insights-july-2025 -
Global Investment Committee’s outlook: narrowing growth differentials
SHARE THIS The GIC assesses that the probability of slower yet positive growth in the US has increased. The GIC anticipates a narrower growth gap between the US and other developed markets, with selective diversification into European and Chinese...
https://emea.nikkoam.com/articles/2025/gic-outlook-june-2025 -
Strategic shift in Japanese equities: uncovering takeover triggers
SHARE THIS Japan's corporate governance landscape is continuing to evolve, highlighted by increases in shareholder activism and unsolicited takeover offers. The reforms initiated over the past decade have led to a more open corporate climate, and there...
https://emea.nikkoam.com/articles/2025/strategic-shift-japanese-equities-june-2025 -
Nikkei reaches all-time high: five reasons the rally will endure
SHARE THIS Despite the Nikkei reaching all-time highs in 2024, Japan is also experiencing a technical recession. Against that backdrop, Japanese Equity Investment Director Junichi Takayama offers five reasons why Japan’s economic resurgence still has...
https://emea.nikkoam.com/articles/2024/nikkei-reaches-all-time-high-2024 -
Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)
SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-july-2023
