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  • Change as the only constant: investing in a world in transition

    SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

    https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-2024

  • Net zero made in Asia

    SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...

    https://www.nikkoam.co.nz/articles/2023/net-zero-made-in-asia

  • Resilience and attractiveness of Asian local bonds

    SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...

    https://www.nikkoam.co.nz/articles/2023/resilience-and-attractiveness-of-asian-local-bonds

  • Shift to secular growth could be a “real deal” moment for Japan equities

    SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...

    https://www.nikkoam.co.nz/articles/2023/shift-to-secular-growth-could-be-a-real-deal-moment-for-japan-equities

  • Navigating China markets amidst property sector headwinds

    SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.

    https://www.nikkoam.co.nz/articles/2023/2309-navigating-china-markets-amidst-property-sector-headwinds

  • Repressed Inflation May Bubble to the Surface Next Year

    SHARE THIS Whether for year-end management reasons, or as a result of political considerations, it is a fact that the US Federal Reserve has allowed effective monetary conditions to ease over the last month. The public sector has injected more than...

    https://www.nikkoam.co.nz/articles/2023/repressed-inflation-may-bubble-to-the-surface-next-year

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

  • Nikko AM Global Cookie Policy

    SHARE THIS (revised 8 Jan 2021) How we use cookies Cookies are small pieces of data stored on your device that help us to remember who you are and show you content that is relevant to your interests. Besides improving your experience, this also helps...

    https://www.nikkoam.co.nz/cookie-policy

  • Reaping big rewards in Asian small caps

    SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

    https://www.nikkoam.co.nz/articles/2021/reaping-big-rewards

  • Funding high-impact climate action with green bonds

    SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...

    https://www.nikkoam.co.nz/articles/2021/funding-high-impact-climate-action-green-bonds

  • A fundamental change for AI?

    SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...

    https://www.nikkoam.co.nz/articles/2023/a-fundamental-change-for-ai

  • Did DeepSeek cause an AI paradigm shift?

    SHARE THIS The speed at which AI applications are becoming part and parcel of daily life is breathtaking, with DeepSeek's apparent breakthrough merely accelerating an inevitable, fundamental change in the field. We firmly believe these breakthroughs...

    https://www.nikkoam.co.nz/articles/2025/did-deepseek-cause-a-paradigm-shift-february-2025

  • Important Information Regarding Investment Insights

    SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

    https://www.nikkoam.co.nz/disclaimer-insights

  • Assessing the impact of green bonds

    SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.

    https://www.nikkoam.co.nz/articles/2024/assessing-the-impact-of-green-bonds-2024

  • New Zealand Fixed Income Monthly (April 2024)

    SHARE THIS Despite the decline in one- and two-year inflation expectations, we feel that the longer term picture is likely to be dominated by broader secular forces, or prolonged trends not necessarily tied to cyclical factors, that structurally drive...

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-april-2024

  • President Trump May Know The Lesser of Available Evils

    SHARE THIS The chart below is by no means perfect in terms of its specific execution; global price indices are few and far between but it serves to make the point that, since the advent of “Globalization” during the early – mid 1990s, goods prices have...

    https://www.nikkoam.co.nz/articles/2025/president-trump-may-know-the-lesser-of-available-evils

  • Japan plays the long game to keep structural recovery intact

    SHARE THIS Japanese equities have not been immune to tariff worries. However, it is worth remembering that Japan is playing the long game: the country is undergoing structural reflation driven by factors unlikely to be reversed by market volatility or...

    https://www.nikkoam.co.nz/articles/2025/japan-plays-long-game-june-2025

  • FOMC: projections highlight heightened uncertainty in rate outlook

    SHARE THIS The Fed maintained interest rates at its June meeting, signalling a slightly more positive economic outlook. Despite easing of some risks, uncertainties remain elevated, with inflation still a key concern. FOMC members' varied rate...

    https://www.nikkoam.co.nz/articles/2025/fomc-projections-heightened-june-2025

  • Important Disclaimer Information

    SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

    https://www.nikkoam.co.nz/articles/important-disclaimer-information

  • Japan Equity Monthly - October 2020

    SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-october-2020

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