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  • In response to Liberation Day tariffs

    SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.

    https://en.nikkoam.com/articles/2025/liberation-day-tariffs-april-2025

  • New Zealand Equity Monthly (March 2025)

    SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...

    https://en.nikkoam.com/articles/2025/nz-equity-monthly-march-2025

  • Chinese property developer bonds: reflecting on the sleeper rally and what lies ahead

    SHARE THIS Amid the challenges facing China's property market, work is well under way to restore confidence in the housing sector. It remains an uphill task for both Beijing and the country's property groups, but there are signs of renewed investor...

    https://en.nikkoam.com/articles/2025/chinese-property-developer-bonds-april-2025