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

  • Sustainability - International Women's Day

    SHARE THIS Nikko AM embraces equity and shares how we do it this International Women’s Day. Hear from our President, Executive Chairman and colleagues across the globe on how we are celebrating and supporting women in our local communities. "Embracing...

    https://www.nikkoam.co.nz/sustainability/international-womens-day-2023

  • New Zealand Equity Monthly (July 2024)

    SHARE THIS July was a remarkably strong month for New Zealand equities, with the strength of the market partly reflecting the dovish turn taken by the Reserve Bank of New Zealand.

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

  • New Zealand Equity Monthly (April 2024)

    SHARE THIS New Zealand is seeing its first set of climate-related disclosures. Under this regime which began in January 2023, large organisations release "climate statements" about the potential impact of their operations on the climate and vice versa,...

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

  • Global equity outlook 2024

    SHARE THIS We are heading into a changing world, where the more recent past can no longer be relied on to guide our path forward. But we are not blindfolded. There are tools we can use to provide a greater degree of certainty. Our Future Quality...

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

  • 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.

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

  • 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...

    https://www.nikkoam.co.nz/articles/2022/global-equity-outlook-2022

  • 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...

    https://www.nikkoam.co.nz/articles/2021/global-equity-outlook-2021

  • 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...

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

  • 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...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-outlook-2021

  • 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...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook-especially-buoyant-non-us-equities

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

    SHARE THIS This month we assess views in the market that the BOJ may have taken a dovish turn at its September policy meeting; we also point to further signs of a steady rise in wages and how that paves the way for a recovery in consumption and,...

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

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

    SHARE THIS This month we focus on the surge in long-term JGB yields and whether it poses a threat to equities; we also discuss the potential upside for Japan’s small- and mid-cap stocks.

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

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

    SHARE THIS Despite short-term negatives, we believe that China continues to offer ample long-term growth opportunities as the country pivots towards advanced manufacturing and technology. Elsewhere, some of the best growth stories globally could be...

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

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

    SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...

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

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

    SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...

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

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

    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.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2022

    SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-december-2022

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

    SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.

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

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

    SHARE THIS We take a look at the short and long term prospects of Abenomics without Abe, and we also discuss the recent trend of an increasing number of Japanese companies passing on higher costs to consumers and whether this phenomenon can continue.

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

  • 2022 Asian Equity Outlook: Well positioned to navigate tightening

    SHARE THIS We believe that Asian economies are well positioned to navigate monetary tightening in the US. Government finances are healthier, as are corporate balance sheets. Most Asian economies are digitising faster than their western peers, while...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-outlook-2022

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