Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Nikko Asset Management
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Nikko Asset Management to rebrand as Amova
Firm will be known as Amova Asset Management from September 2025
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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Lower US CPI inflation surprises in May
Reading comes ahead of Fed interest rate decision
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Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Nikko AM’s Williams: What does the future look like for sustainable bonds?
The themes that will be ‘instrumental’ in driving sustainable fixed income flows this year
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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Tech funds tops returns in ‘risk-takers’ November
Growth strategies, including Baillie Gifford American, enjoyed a strong month for returns
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Nikko AM adds Abrdn manager to global equities team
Ella-Kara Brown joins as a portfolio manager
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase