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Assuming insights is optional, and equity is optional, and array is optional, the following results were found.

  • New Zealand Equity Monthly – September 2022

    SHARE THIS The recent reporting season showed that New Zealand’s “gentailers” (companies that both generate and sell energy) remain committed to developing renewable generation capacity, with five such projects currently under construction. However, a...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-september-22

  • New Zealand Equity Monthly – August 2022

    SHARE THIS In an encouraging sign for New Zealand equities, the benchmark NZX 50 Index ended August approximately 10% higher compared to the lows it saw in June, when it dropped below the 11,000 level for the first time in two years. However, the...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-august-22

  • New Zealand Equity Monthly – July 2022

    SHARE THIS This month we focus on two ESG-linked themes that generate a significant amount of investor interest: carbon neutrality and modern slavery.

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-july-22

  • New Zealand Equity Monthly – May 2022

    SHARE THIS Recent results in the New Zealand retirement sector have been strong almost across the board, with operators of retirement villages posting high sales of both new stock and existing units. Independent valuations of retirement village assets...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-may-22

  • New Zealand Equity Monthly – March 2022

    SHARE THIS This month we focus on A-REITs, which are larger and more liquid relative to their New Zealand peers. One of the sector’s benefits over its New Zealand counterpart is its simple numerical advantage: Australia boasts 34 REITs, which is three...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-march-22

  • New Zealand Equity Monthly – February 2022

    SHARE THIS The New Zealand market recovered well from the global plunge in equities seen in response to Russia’s invasion of Ukraine on 24 February. The current events in Europe have had very little immediate impact on New Zealand, particularly from a...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-february-22

  • New Zealand Equity Monthly – November 2021

    SHARE THIS COP26 included a pledge by New Zealand and 100 other countries to achieve 30% cuts in methane emissions by 2030. Similar progress is being seen in the area of corporate disclosure as New Zealand is set to have its first climate-related...

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

  • New Zealand Equity Monthly – August 2021

    SHARE THIS With the reporting season in full swing, this month we turn our attention to New Zealand’s corporate results and announcements. In particular we focus on the COVID-19 pandemic and its effect on such results and highlight how changing...

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

  • New Zealand Equity Monthly - June 2021

    SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...

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

  • Japan Equity Monthly - February 2021

    SHARE THIS We assess the factors that enabled the Nikkei to rise above the 30,000 threshold for the first time since 1990; we also view the recent Robinhood frenzy from a Japanese market perspective.

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

  • Japan Equity Monthly - September 2020

    SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.

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

  • Nikko Asset Management Adds Depth to Global Equity Team

    SHARE THIS Nikko Asset Management Adds Depth to Global Equity Team Nikko Asset Management (“Nikko AM”) has appointed Jeremy Hall as Investment Director – Global Equity. In this role, he will be a portfolio manager within the Nikko AM Global Equity team...

    https://www.nikkoam.co.nz/media-center/press-releases/2017/nikko-asset-management-adds-depth-to-global-equity-team

  • Buy / Sell Spreads

    SHARE THIS Buy/sell spreads can apply to any/all funds as and when market conditions require them. Our objective is to set the spreads at a level which reflect the expected transaction costs, so they are paid by transacting investors and not by other...

    https://www.nikkoam.co.nz/invest/buy-sell-spreads

  • The case for Asian small caps

    SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.

    https://www.nikkoam.co.nz/articles/2021/the-case-for-asian-small-caps

  • New Zealand equity outlook 2025

    SHARE THIS As we head into 2025, we have picked three key elements that we believe will have the greatest influence over market behaviour and performance: interest rates, the strength of the New Zealand dollar and geopolitical uncertainty.

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

  • New Zealand Equity Monthly (October 2024)

    SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...

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

  • ASEAN equity outlook 2024

    SHARE THIS We believe ASEAN will offer good pockets of growth and quality opportunities, as well as earnings resilience and protection amid some of the prevailing global macro headwinds.

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

  • China equity outlook 2024

    SHARE THIS For those willing to brave immediate challenges, we believe China will continue to offer long-term opportunities as the country has been working to become technologically self-sufficient and develop high-end technologies on its own in a more...

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

  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

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

  • Japan Equity Monthly – October 2021

    SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...

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

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