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2023 Japan equity outlook

SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.

2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

2021 Global Equity Outlook

SHARE THIS We continue to spend the vast majority of our time on company research and there are doubtless other observers better placed to predict which path that the market will go down, but it seems more likely to us that the future will look much...

2021 Japan Equity Outlook

SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...

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...

Global Investment Committee Outlook: Especially buoyant non-US equities

SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...

2022 China Equity Outlook: Focusing on new market leaders

SHARE THIS Amid a flurry of headlines, investors may have largely overlooked the significant number of recent positive developments in China, such as initiatives directed towards ambitious renewables targets, the continued opening up of the financial...

Japan Equity Monthly - April 2021

SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.

Japan Equity Monthly - March 2021

SHARE THIS We provide our view on the Bank of Japan’s latest policy review, under which the central bank decided to allow long-term rates to fluctuate in a wider band and removed its annual target for ETF purchases. We also assess the barring of...

Japan Equity Monthly - December 2020

SHARE THIS We look into the potential economic impact of Japan’s attempt to become carbon neutral. We also analyse why Japan’s fiscal condition draws little attention although the country is on course to spend a record amount in its upcoming budget.

Nikko AM appoints two new equity research analysts

SHARE THIS Nikko AM appoints two new equity research analysts Nikko Asset Management is pleased to announce the appointment of two Research Analysts in the New Zealand Equities team. Owen Batchelor and Tim O’Loan will join the Auckland based company...

Nikko Asset Management Wins Best Asia Pacific Equity ETF Manager Award

SHARE THIS Nikko Asset Management Wins Best Asia Pacific Equity ETF Manager Award

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...

New Zealand Equity Monthly – September 2023

SHARE THIS New Zealand equities continued to see weakness in September, with the market falling by approximately 3%. This partly reflected broader volatility given that the Australian market declined by about 4% and US equities saw a fall of...

New Zealand Equity Monthly – July 2023

SHARE THIS The devastation from the tropical cyclone and flooding that struck New Zealand’s North Island in February 2023 was a reminder of the increasing need to mitigate extreme weather events and to take stock after they strike.

New Zealand Equity Monthly – May 2023

SHARE THIS The Reserve Bank of New Zealand’s decision to have the Official Cash Rate (OCR) peak at 5.5% surprised the market, which had started to price in a peak of 5.75% or 6.0%. The lower-than-expected peak in the OCR is positive for equities as...

New Zealand Equity Monthly – February 2023

SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

New Zealand Equity Monthly – November 2022

SHARE THIS The cost of living and the cost of doing business are still weighing down on New Zealand’s consumers and companies as the end of 2022 approaches. On the corporate side, New Zealand’s companies continue to grapple with wage inflation driven...

China Equity - Intro video

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Global Equity