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

  • Japan Equity Monthly - October 2020

    SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...

    https://www.nikkoam.co.nz/articles/2020/japan-equity-monthly-october-2020

  • Harnessing Change-Monthly Insights: Asian Equity (April 2025)

    SHARE THIS We can expect more aggressive policy support from Chinese authorities over the next several months for consumption and business activities, prompted by the still uncertain global trade situation. Despite the ongoing volatility and...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-april-2025

  • Harnessing Change-Monthly Insights: Asian Equity (February 2025)

    SHARE THIS While US equities stumbled in February, Asian ex Japan equities gained modestly, helped by continued positive momentum in Chinese tech stocks. China's tech has been the comeback story so far in 2025 after DeepSeek injected some liveliness...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-february-2025

  • Harnessing Change-Monthly Insights: Asian Equity (January 2025)

    SHARE THIS We believe the introduction of DeepSeek may cause a recalibration of capital expenditures. Its introduction has initiated a shift towards a more cost efficient, scalable, and accessible AI landscape.

    https://www.nikkoam.co.nz/articles/2025/asian-equity-january-2025

  • Harnessing Change-Monthly Insights: Asian Equity (August 2024)

    SHARE THIS We believe that the biggest fundamental change for Asian markets in the medium term is a shift in the interest rates regime, notably that of the US.

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

  • New Zealand Equity Monthly (May 2024)

    SHARE THIS New Zealand’s equity market is currently facing challenging times. However, a sense that the country’s interest rates may have peaked are some of the indications that the market’s outlook may brighten.

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

  • Nikko AM Global Equity Multi-Manager Unhedged Fund

    SHARE THIS Fact Sheet A multi-manager global equity strategy, managed by a specialist team based in Sydney and Melbourne. Investment personnel from Yarra Capital Management in Australia and Nikko AM New Zealand are responsible for the ongoing...

    https://www.nikkoam.co.nz/invest/institutional/nikko-am-wholesale-global-equity-unhedged-fund

  • Navigating Japan Equities: Monthly Insights From Tokyo (June 2025)

    SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-june-2025

  • Change as the only constant: investing in a world in transition

    SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...

    https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-2024

  • Reaping big rewards in Asian small caps

    SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

    https://www.nikkoam.co.nz/articles/2021/reaping-big-rewards

  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

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

  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

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

  • Asian equity monthly – January 2021

    SHARE THIS Asian stocks brushed aside uncertainties posed by new COVID-19 variants and climbed higher in January. The MSCI AC Asia ex Japan Index rose 4.1% in US dollar (USD) terms over the month.

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

  • Asian equity monthly – December 2020

    SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-december-2020

  • Asian equity monthly – November 2020

    SHARE THIS Asian stocks turned in strong gains in November, boosted by positive COVID-19 vaccine developments, rising hopes for better US-Asia ties under the leadership of US President-elect Joe Biden and stronger-than-expected economic data from...

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-november-2020

  • Asian equity monthly – September 2020

    SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.

    https://www.nikkoam.co.nz/articles/2020/asian-equity-monthly-september-2020

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

    SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...

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

  • Investment Outlook 2025

    SHARE THIS INVESTMENT OUTLOOK 2025 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Global Global market and economic outlook 2025 Mind the fat tails and keep an eye on inflation,...

    https://www.nikkoam.co.nz/insights/outlook-2025

  • China and India’s contrasting inflation front

    SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.

    https://www.nikkoam.co.nz/articles/2023/2310-china-and-india-contrasting-inflation-front

  • New Zealand Equity Monthly (February 2025)

    SHARE THIS February was a challenging month for New Zealand’s stock market following a weak corporate earnings season. Looking ahead, however, we remain confident about the market in 2025 and after. A key reason for this is the interest rate cutting...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-february-2025

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