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...
SHARE THIS As Japanese Prime Minister Fumio Kishida focuses on various economic initiatives to shore up his support ratings, the revival of inbound tourism is seen as a measure that can provide the economy with an immediate boost.
SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies. Equity China equity outlook 2024 Opportunities amid pivot to advanced manufacturing, technological self-sufficiency by Asian Equity...
SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.
SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.
SHARE THIS Invested in sustainability Read our latest Sustainability Report 2022
SHARE THIS Nikko AM Celebrates International Women’s Day Read our colleagues’ comments on women empowerment.
SHARE THIS Investment Outlook 2022 A collection of our views on the outlook for the year ahead.
SHARE THIS Efficiency of Japanese corporate investment in human capital and shareholder value by Yasushi Ishikawa, Kyoji Hasegawa
SHARE THIS Beyond the pandemic: Identifying sources of alpha in Japan by Hiroki Tsujimura
SHARE THIS Investment Outlook 2021 A collection of our views on the outlook for the year ahead.
SHARE THIS Future Quality Insights — March 2021 by Global Equity Team
SHARE THIS Japan Equity Monthly - November 2020 by Naoki Kamiyama, Chief Strategist
SHARE THIS Sustainability at Nikko AM Read about our ESG commitments and download our 2020 Sustainability Report.
SHARE THIS Sustainability Report 2024 Click to read
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 We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.
SHARE THIS Nikko AM’s Head Portfolio Manager – Core Markets, Steven Williams, recently participated in Asset TV’s Masterclass on the threats and opportunities for investors in the climate transition. Here are the highlights of Steven’s contribution to...
SHARE THIS The investment industry is constantly searching for ways to improve its decision-making processes. Some firms increase their research teams while others move into quantitative fields such as machine learning. Amid this constant search, we...
SHARE THIS Despite the devastating human and economic toll caused by the COVID-19 pandemic across the globe, and in many emerging economies in particular, emerging market debt investors were rewarded with positive returns in 2020, with local currency,...