SHARE THIS We believe that our “New Singapore” narrative focusing on sectors and companies that represent the future of the city-state will remain relevant in 2024. Energy transition has risen to prominence within the New Singapore narrative in...
SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...
SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...
SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.
SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.
SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...
SHARE THIS Asian stocks suffered losses in July, weighed down by the selloff in Chinese equities following Beijing’s regulatory crackdown on the private tutoring and technology-related sectors.
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Hedged Fund A multi-manager global equity strategy, managed by a specialist team based in...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Global Equity Multi-Manager Unhedged Fund A multi-manager global equity strategy, managed by a specialist team based in...
SHARE THIS Fact Sheet Philosophy A high conviction, fundamental investment process that aims to deliver attractive and repeatable risk adjusted returns. Our research is expected to be insightful and to generate a high level of conviction in the...
SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.
SHARE THIS This month we evaluate factors expected to attract attention in 2025 from a Japanese economy and equity market perspective. And as the government compiles another stimulus package, we discuss how Japan could be about to test the Laffer curve...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Philosophy The Fund excludes any company that derives more than 10% of its revenue from alcohol, pornography, gambling, tobacco and extraction of thermal coal and tar sands oil....
SHARE THIS New Zealand’s equity market was surprisingly strong in the first four months of 2023 given the current challenges faced by the economy. The actual picture is more mixed, however, partly as a result of the concentrated nature of the New...
SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Find out more about the Nikko AM SRI Equity Fund Philosophy The Fund excludes any company that derives more than 10% of its revenue from alcohol, pornography, gambling, tobacco...
SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...
SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...
SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...
SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...