SHARE THIS A notable feature of global equities this year has been the significant divergence seen among indices. New Zealand’s S&P/NZX 50 Index has provided an example of this by following a different track to the overall global trend so far.
SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.
SHARE THIS Higher commodity prices impacted returns in Asia, while a slip in prices of crude oil and metals benefitted many Asian nations. We expect the future trajectory of inflation to dictate the path of interest rates, which in turn is seen...
SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...
SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
SHARE THIS Asian stocks had a tough start to 2022 amid concerns that persistent inflation could cause any tightening by the US Federal Reserve (Fed) to be more aggressive than expected. For the month, the MSCI AC Asia ex Japan Index fell by 3.10% in US...
SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...
SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...
SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
SHARE THIS Nikko AM NZ's Head of Equity reflects on last weeks budget Nikko Am NZ’s Head of Equity, Stuart Williams, reflects on last week’s budget announcement and what this means from an investment perspective.
SHARE THIS Nikko Asset Management Recognised as Best Asia Pacific Equity ETF Manager Nikko Asset Management (Nikko AM) today announces that it has been voted the Best Asia Pacific Equity ETF Manager for the ninth time in ten years in a survey conducted...
SHARE THIS Nikko Asset Management bolsters its Global Equity team Nikko Asset Management (“Nikko AM”) today announces the appointment of Michael Chen as an analyst in its Global Equity team. Michael is a Chartered Financial Analyst® with a degree from...
SHARE THIS Nikko AM extends and deepens bench strength in China equity Nikko Asset Management today announces that it has augmented its China Equity capability with additional resource based in Shenzhen and Hong Kong.
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SHARE THIS Nikko Asset Management Recognised as Best Asia Pacific Equity ETF Manager Nikko Asset Management today announces that it has been voted the Best Asia Pacific Equity ETF Manager for the seventh time in eight years in a survey conducted by ETF...
SHARE THIS Nikko Asset Management NZ named Equity Fund Manager of the Year The strength and performance of Nikko Asset Management NZ’s domestic equity team has been recognised by New Zealand’s finance industry. At the Institute of Finance Professionals...
SHARE THIS Nikko Asset Management to List Japanese Equity ETF Invested in Firms Engaged in Physical and Human Capital Investment "Nikko Asset Management is launching an ETF that tracks a Japanese equity index consisting of firms that take proactive and...