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  • ASEAN’s investment potential in a Trump 2.0 world

    SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.

    https://www.nikkoam.co.nz/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • Press Release - 250521_01

    SHARE THIS Nikko AM Wins Seven Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in seven categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-release-250521_01

  • How does geopolitical risk affect portfolio management?

    SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.

    https://www.nikkoam.co.nz/pages/how-does-geopolitical-risk-affect-portfolio-management

  • Changing Shape of China's Economy

    SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...

    https://www.nikkoam.co.nz/pages/changing-shape-of-china-economy

  • Press Releases - 2013

    SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...

    https://www.nikkoam.co.nz/media-center/press-releases/2013

  • China Equity - Global Leadership

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    https://www.nikkoam.co.nz/sp/china-equity/why-now-global-leadership

  • Global Investment Committee Outlook: A new regime ahead

    SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook

  • Asian equity monthly – November 2020

    SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-november-2020

  • Suga - Likely the most pro-Third Arrow reform PM in Japan’s history

    SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.

    https://www.nikkoam.co.nz/articles/suga-likely-the-most-pro

  • Asian equity monthly – January 2021

    SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-january-2021

  • Asian equity monthly – February 2021

    SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-february-2021

  • Sustainability - Insights and News

    SHARE THIS SUSTAINABILITY Insights & News insights 18 December 2024 Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability...

    https://www.nikkoam.co.nz/sustainability/insights-news

  • Asian Equity Monthly - May 2021

    SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-may-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://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-june-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://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-june-2021

  • 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://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-july-2021

  • Asian Equity Monthly - September 2021

    SHARE THIS Asian stocks fell in September, with concerns about China’s growth outlook and the US Federal Reserve (Fed)’s taper plan being the key drivers of sentiment. For the month, the MSCI AC Asia ex Japan Index declined by 4.2% in US dollar (USD)...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-september-2021

  • Global Equity Quarterly Q3 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q3

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-october-2021


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