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...