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  • Harnessing Change - Monthly Insights: Asian Equity-March 2024

    SHARE THIS The Chinese economy and its equity market continue to be significant focal points in broader Asia. Additional support measures, combined with a recalibration of market expectations, have helped Chinese equities recover from the panic selling...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-march-2024
  • Investing in Japan: an insider's perspective with Naomi Fink

    SHARE THIS Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the most talked-about investment region in the...

    https://www.nikkoam.co.nz/articles/2024/investing-in-japan-2024
  • Harnessing Change - Monthly Insights: Asian Equity-April 2024

    SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-april-2024
  • Time to revisit Chinese bonds from a global portfolio perspective

    SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...

    https://www.nikkoam.co.nz/articles/2024/time-to-revisit-chinese-bonds-2024
  • Harnessing Change-Monthly Insights: Asian Equity-June 2024

    SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-june-2024
  • Navigating Japan Equities: Monthly Insights From Tokyo (August 2024)

    SHARE THIS The Nikkei experienced its worst single-day fall early in August after reaching a record high just the previous month. Despite the recent slide, domestic factors supporting Japanese equities remain relatively unchanged, in our view. We...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-august-2024
  • 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://www.nikkoam.co.nz/articles/2024/if-trump-wins-uncertainities-and-opportunities-2024
  • Can the momentum shift on plastic pollution?

    SHARE THIS The highly anticipated Global Plastics Treaty carries high hopes as it will be the first attempt at forming a global legally binding instrument to address plastic pollution across its entire lifecycle. Tackling plastic pollution will be a...

    https://www.nikkoam.co.nz/articles/2024/momentum-shift-plastic-pollution-2024
  • Navigating Japan Equities: Monthly Insights From Tokyo (December 2024)

    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...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-december-2024
  • Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value

    SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...

    https://www.nikkoam.co.nz/articles/2024/yanagi-model-in-practice
  • 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
  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://www.nikkoam.co.nz/articles/2025/us-tariffs-highstakes-games-begin-april-2025
  • Navigating Japan Equities: Monthly Insights From Tokyo (April 2025)

    SHARE THIS The US tariff-induced turmoil could slow the pace of the Bank of Japan’s rate hikes, but the cycle of wages and prices, which has made the central bank confident about monetary tightening, is expected to remain intact over the longer term.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-april-2025
  • New Zealand Equity Monthly (March 2025)

    SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-march-2025
  • Perspectives

    SHARE THIS Innovation Comes Naturally. Global Perspectives with Asian DNA.

    https://www.nikkoam.co.nz/sp/perspectives
  • Performance - Retail

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    https://www.nikkoam.co.nz/investment-performance/retail
  • Performance - Institutional

    SHARE THIS {{#block (mergeFundPerf data.funds data.performance) (latestDate data.performance) as |funds asOf|}} As at {{dateFormat asOf 'd F Y'}} Months (%) Years (% p.a.) 1 3 6 1 2 3 5 7 10 {{fundclass}} {{fund.title}} {{#if (ne fund.performance.date...

    https://www.nikkoam.co.nz/investment-performance/institutional
  • Performance - KiwiSaver

    SHARE THIS {{#block (mergeFundPerf data.funds data.performance) (latestDate data.performance) as |funds asOf|}} As at {{dateFormat asOf 'd F Y'}} Months (%) Years (% p.a.) 1 3 6 1 2 3 5 7 10 {{fundclass}} {{fund.title}} {{#if (ne fund.performance.date...

    https://www.nikkoam.co.nz/investment-performance/kiwisaver
  • Maintaining Prosperity During Turmoil

    SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...

    https://www.nikkoam.co.nz/articles/2020/maintaining-prosperity
  • Jumping the paradox

    SHARE THIS 2020 was a year of fear, anxiety, uncertainty and global economic defibrillation. And yet for investors and owners of assets – from art, to gold to property – it was also one of growth, prosperity and increasing confidence. This asset price...

    https://www.nikkoam.co.nz/articles/2020/jumping-the-paradox