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Assuming strategies is optional, and equity is optional, and globalequity is optional, the following results were found.

  • 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

  • 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

  • Japan Equity Monthly - September 2021

    SHARE THIS We provide an update of Japan’s political calendar as the new Prime Minister Kishida leads the ruling party into a 31 October general election, which could have a significant market impact. We also discuss what the recent China-related...

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

  • Japan Equity Monthly - July 2021

    SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...

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

  • Japan Equity Monthly - June 2021

    SHARE THIS We discuss what global inflation could mean for Japan, with the country having struggled extensively with deflation; we also assess the BOJ‘s plan to boost funding for mitigating climate change and what that could mean in the longer run from...

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

  • Nikko AM Concentrated Equity Fund

    SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Concentrated Equity Fund Philosophy The Concentrated Fund aims to hold around 15 stocks, with the ability to...

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

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2023)

    SHARE THIS We discuss how a bullish year for Japan equities has brought what was previously out of sight into view and analyse focal points for the market as we head into 2024; we also assess how focusing on efficiency and growth could be the way...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-december-2023

  • 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

  • Navigating Japan Equities: Monthly Insights From Tokyo (April 2024)

    SHARE THIS The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary...

    https://www.nikkoam.co.nz/articles/2024/japan-equity-april-2024

  • Harnessing Change - Monthly Insights: Asian Equity-September 2023

    SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-sep-2023

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2023

    SHARE THIS With inflationary issues subsiding across most of Asia, many regional central banks are now holding interest rates steady, if not cutting rates in the case of China. The US, meanwhile, is still warning of further rate hikes despite some...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-jun-2023

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023

    SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-april-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2023)

    SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-february-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2022)

    SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...

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

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

    SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.

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

  • Nikkei reaches all-time high: five reasons the rally will endure

    SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...

    https://www.nikkoam.co.nz/articles/2024/nikkei-reaches-all-time-high-2024

  • New Zealand Equity Monthly –January 2024

    SHARE THIS We view 2024 with optimism—markets could begin to be driven by company earnings rather than by inflation outcomes and interest rate expectations as they have in the past year, and New Zealand’s market is well placed to shrug off volatility...

    https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-jan-24

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