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  • 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

  • New Zealand Equity Monthly (May 2024)

    SHARE THIS New Zealand’s equity market is currently facing challenging times. However, a sense that the country’s interest rates may have peaked are some of the indications that the market’s outlook may brighten.

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-may-2024

  • Nikko AM Global Equity Multi-Manager Unhedged Fund

    SHARE THIS Fact Sheet A multi-manager global equity strategy, managed by a specialist team based in Sydney and Melbourne. Investment personnel from Yarra Capital Management in Australia and Nikko AM New Zealand are responsible for the ongoing...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-equity-unhedged-fund

  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

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

  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

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

  • 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 – December 2020

    SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...

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

  • 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

  • Asian equity monthly – September 2020

    SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.

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

  • China and India’s contrasting inflation front

    SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.

    https://www.nikkoam.co.nz/articles/2023/2310-china-and-india-contrasting-inflation-front

  • New Zealand Equity Monthly (February 2025)

    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...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-february-2025

  • Singapore equity outlook 2024

    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...

    https://www.nikkoam.co.nz/articles/2023/singapore-equity-outlook-2024

  • 2023 Singapore equity outlook

    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...

    https://www.nikkoam.co.nz/articles/2023/singapore-equity-outlook-2023

  • 2022 Japan Equity Outlook: ESG to bring Japan to the fore

    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...

    https://www.nikkoam.co.nz/articles/2022/japan-equity-outlook-2022

  • New Zealand Equity Monthly - May 2021

    SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-may-21

  • The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend

    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.

    https://www.nikkoam.co.nz/articles/2021/japan-market-upside-potential

  • Singapore equity outlook 2025

    SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...

    https://www.nikkoam.co.nz/articles/2024/singapore-equity-outlook-2025

  • 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

  • Nikko AM Global Equity Multi-Manager Hedged Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Hedged Fund A multi-manager global equity strategy, managed by a specialist team based in...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-global-equity-hedged-fund

  • Nikko AM Global Equity Multi-Manager Unhedged Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Unhedged Fund A multi-manager global equity strategy, managed by a specialist team based in...

    https://www.nikkoam.co.nz/invest/retail/nikko-am-global-equity-unhedged-fund

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