SHARE THIS INVESTMENT OUTLOOK 2025 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Global Global market and economic outlook 2025 Mind the fat tails and keep an eye on inflation,...
SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.
SHARE THIS Investment Outlook 2021 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2021 eBook Download & read on the go — a tablet-friendly collection...
SHARE THIS February was a challenging month for New Zealand’s stock market following a weak corporate earnings season. Looking ahead, however, we remain confident about the market in 2025 and after. A key reason for this is the interest rate cutting...
SHARE THIS We believe that our “New Singapore” narrative focusing on sectors and companies that represent the future of the city-state will remain relevant in 2024. Energy transition has risen to prominence within the New Singapore narrative in...
SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.
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.
SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.
SHARE THIS The Nikko Asset Management Global Equity team philosophy is based on the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three...
SHARE THIS This month we evaluate factors expected to attract attention in 2025 from a Japanese economy and equity market perspective. And as the government compiles another stimulus package, we discuss how Japan could be about to test the Laffer curve...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Equity Our Philosophy To generate new growth, companies today must have a strong approach to ESG. By investing in the stocks of such companies, we believe that excess returns can be achieved over...
SHARE THIS Nikko Asset Management History Leadership Awards Global Offices Careers Nikko Asset Management is one of Asia’s largest asset managers, with AUM USD USDUnit USD* under management, providing high-conviction, active fund management across a...
SHARE THIS New Zealand’s equity market was surprisingly strong in the first four months of 2023 given the current challenges faced by the economy. The actual picture is more mixed, however, partly as a result of the concentrated nature of the New...
SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...
SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...
SHARE THIS The Japanese equity market dropped in July, with the TOPIX (w/dividends) declining 4.02% on-month and the Nikkei 225 (w/dividends) falling 2.60%.
SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...
SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...
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