Our equity portfolio manager who specializes in India concludes that reforms should have a very positive effect on that country’s growth.
“Global investors and corporations should adhere to the model that political spats are no reason to get overly frightened or paralyzed.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
As China’s economic development enters a more sophisticated and mature phase, it is beginning to challenge many of the status quos that have been taken for granted since the middle of the 20th century.
We identify the fundamentals that have supported Australian housing and the signals that investors should look for to determine if this period of positive appreciation is coming to an end.
This whitepaper explores the evolution of ESG, how Nikko Asset Management conducts it, and the impact that ESG has had on the investment industry.