Thoughts on the 2023 China National People's Congress
The official GDP growth target is lower than many external forecasts, and fiscal policy looks less accommodative relative to market expectation
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The official GDP growth target is lower than many external forecasts, and fiscal policy looks less accommodative relative to market expectation
Nikko Asset Management has assembled a global sustainable investment team, bringing the firm’s ESG professionals together for the first time.
Nikko Asset Management has bolstered its senior management with one hire and an internal promotion.
Nikko AM Japan Value fund's Aoyagi eyes Nikkei's 'growth transition' Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Hope for ESG to help market turn around Shigeru Aoyagi of Nikko Asset Management The Japanese market is poised to benefit from a reversion to value and the shift to green industries, according to manager of the Nikko AM Japan Value fund Shigeru Aoyagi, who argued the mature, cyclical Nikkei is in a transition perio...
Nevertheless, Australian equities manager Malcolm Whitten from Tyndall Asset Management and Marcus Bogdan from Blackmore Capital were optimistic on the business. “We think CSL is fair value, it was a safe haven in COVID-19 and a potential vaccine supplier. But on the re-opening, it underperformed, and that underperformance created opportunities to re-enter the stock,” said Whitten, who managed the Nikko AM Australian Shares Income fund. “While it was in lockdown, people were scared to go out and donate blood so the lack of blood availability constrained supply. But now the fading effect...