SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...
SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...
SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.
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.
SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.
SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...
SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...
SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...
SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...
SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...
SHARE THIS Growth Nikko AM SRI Equity Fund 2025 Jan Feb Mar Apr May 2024 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2023 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2022 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Nikko AM Global Shares...
SHARE THIS The GoalsGetter KiwiSaver scheme offers a selection of high quality, hand-picked funds from New Zealand’s leading fund managers. Money is held by the supervisor (the Scheme’s Trustee) and pooled with the money of other investors in the...
SHARE THIS Equities Nikko AM Core Equity Fund 2024 31 Mar 24 30 Jun 24 30 Sep 24 31 Dec 24 2023 31 Mar 23 30 Jun 23 30 Sep 23 31 Dec 23 2022 31 Mar 22 30 Jun 22 30 Sep 22 31 Dec 22 2021 31 Mar 21 30 Jun 21 30 Sep 21 31 Dec 21 Nikko AM Concentrated...
SHARE THIS Equities Nikko AM Core Equity Fund 2025 Jan Feb Mar Apr May 2024 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2023 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2022 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Nikko AM Concentrated...
SHARE THIS Global Citizen with Asian DNA countries nationalities** USD * total AUM Extensive global resources Japan Singapore Australia New Zealand United Kingdom Americas China Hong Kong Malaysia Luxembourg Germany Netherlands France Our Global...
SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.
SHARE THIS Inflation is on everyone’s mind. From central bankers to bakers, it is one of the biggest topics of discussion. The prices of many commodities are rising sharply. The reasons vary. Supply constraints, sharp rise in demand or bad weather—take...
SHARE THIS The GIC assesses that the probability of slower yet positive growth in the US has increased. The GIC anticipates a narrower growth gap between the US and other developed markets, with selective diversification into European and Chinese...