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  • Global Investment Committee Outlook: A new regime ahead

    SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook
  • China Equity - Global Leadership

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    https://www.nikkoam.co.nz/sp/china-equity/why-now-global-leadership
  • Changing Shape of China's Economy

    SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...

    https://www.nikkoam.co.nz/pages/changing-shape-of-china-economy
  • How does geopolitical risk affect portfolio management?

    SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.

    https://www.nikkoam.co.nz/pages/how-does-geopolitical-risk-affect-portfolio-management