SHARE THIS Vietnam is demonstrating a commitment to improving governance, expanding infrastructure and cultivating a more competitive business environment. These efforts position Vietnam to harness its demographic advantages and capitalise on emerging...
SHARE THIS Asian small caps, ranging from “indie” cosmetics brands to bicycle manufacturers, present a chance to get involved with the future economic powerhouses of the world. The strategic positioning, high growth potential, adaptability, and...
SHARE THIS The Asian REIT market is the second-largest REIT market globally, but there is still plenty of room for growth. As REIT regulations and listing processes become increasingly market-friendly in newer REIT markets, we expect more asset owners...
SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Other Material Information (OMI) for this fund was lodged with the registrar on 10 September 2021. The OMI document supplements the Product Disclosure Statements (PDS) and...
SHARE THIS The US Treasury (UST) yield curve flattened in June, with short-dated bonds underperforming. The Federal Reserve’s (Fed) hawkish pivot caused the UST curve to flatten aggressively mid-month.
SHARE THIS Change in Officers We hereby announce the below officer personnel changes decided in accordance with the approval of the transition of Nikko Asset Management Co. Ltd. to a Company with an Audit and Supervisory Committee on the Board. The...
SHARE THIS Fact Sheet Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close to its strategic asset allocation (SAA). Nikko AM NZ’s SAA philosophy encompasses the following attributes: An appropriate long...
SHARE THIS Fact Sheet Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close to its strategic asset allocation (SAA). Nikko AM NZ’s SAA philosophy encompasses the following attributes: An appropriate long...
SHARE THIS Fact Sheet Philosophy The Nikko AM Wholesale Property Fund approaches property investment from a purist standpoint, remaining true to an accurate definition of listed property investment. When forming views emphasis is placed on yield,...
SHARE THIS Nature-related risks and opportunities are rising fast on the global investment agenda. Yet for many investors, finding scalable, credible ways to finance biodiversity remains a challenge. Sovereign green bonds may offer one of the most...
SHARE THIS The "Liberation Day" US tariffs are expected to strongly impact Asia, where most countries run a trade surplus with the US. Although significant uncertainty is likely to linger, our base case is for most of the region's economies to...
SHARE THIS Nikko AM Wins Asset Class Award in the AsianInvestor Asset Management Awards 2025 Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 20 March for an Asset Class Award in the Japan Equity category of AsianInvestor’s Asset Management...
SHARE THIS We continue to believe that Asia’s local government bonds are positioned to perform well, supported by accommodative central banks amid an environment of benign inflation and moderating growth.
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...
SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...
SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...
SHARE THIS In the days immediately following 9-11, markets understandably fretted that consumer spending would collapse as people would be too scared to go out. In fact, spending picked up – even the author’s usually frugal spending increased.
SHARE THIS Nikko AM Wins Five Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in five categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly those from India, Indonesia and the Philippines. In our view, the disinflation trends in these countries should provide their central banks with the flexibility to...