16 October 2024
Recent stimuli a welcome reprieve but more fiscal firepower may be needed
Asian Equity Team
The devil is in the details
Mainland China's economy has been in bad shape. Elevated youth unemployment is contributing to flagging domestic consumption, while households see the bulk of their savings, predominantly invested in real estate, dwindle as property prices spiral downwards[1]. Dismal corporate earnings in the post-COVID years—caused by a tepi...

Watch Kenneth Tang, Senior Portfolio Manager of Asian Equity, as he shares how he manages the Nikko AM Shenton Thrift Fund and reasons why investors should consider investing in the Fund.
Important information: This video is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This video does not const...

13 September 2024
Responding to changes is crucial to long-term success
Iain Fulton, Investment Director, Global Equity
In a transitioning and transforming world, change truly is the only constant. However, change can bring both opportunity and threat. How we respond to these changes as investors is clearly crucial to our long-term success.
Q1: Does the AI investment theme still offer significant long-term potential?
When we are co...

20 September 2024
Exploring the trade, economic and geopolitical implications
Asian Equity Team
Pricing in risks associated with trade and protectionism, geopolitics
US President Joe Biden's faltering performance at the 27 June presidential debate and subsequent gaffe at the North Atlantic Treaty Organization (NATO) Summit press conference stoked growing concerns among Democrats over his ability to beat Donald Trump a...

28 August 2024
Exploring hidden opportunities amid a push for more active cash use
Yu Sato, Lead Portfolio Manager
Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. This includes leveraging existing corporate savings for shareholder distribution and investing for future growth. The reforms, along with cash-rich companies' historical outpe...

Why they warrant the attention of global investors
Grace Yan, Senior Portfolio Manager, Asian Equity
22 July 2024
South Korea's "indie[1]" cosmetics brands: vibrant alternative to large conglomerates
It's no secret that the global beauty industry has come to be dominated by smaller South Korean players. The “hallyu” wave, also known as the Korean wave, started in the 1990s and ignited the global popularity of Sout...

9 May 2024
Naomi Fink
Chief Global Strategist
Watch our Global Strategist, Naomi Fink as she shares in a 1-minute video, interesting takeaways from her recent insights titled "Investing in Japan - an insider's perspective with Naomi Fink"
Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the mo...