NIKKO AM News & Analysis

Cathie Wood's ARK Invest is causing a sensation in the US with its thematic ETFs but accessing them means jumping through a few hoops. 

China’s ongoing recovery from COVID-19 presents solid investment opportunities, says Nikko Asset Management.

Is Elon Musk's electric car maker Tesla capable of driving its share price from about US$225 to US$6000?

We look at what this week's historic cut in interest rates might mean for investors and how Morningstar and a few other commentators intepret the...

The stellar run of the WAAAX stocks is resetting the valuation rules – and worrying some asset managers.

Sean Martin tells Morningstar why it’s time to rethink the fortunes of two pillars of the ASX.

The US President's top adviser on Sunday dismissed concerns about the prospect of a US-China trade deal amid reports of pushback from Beijing.

Maturing domestic equity markets, reduced volatility and a better environment for good companies to outperform are encouraging signs, say Nikko's...

Investing via managed funds is commonly viewed as a way of boosting portfolio diversification, beyond holding direct shares alone, but even...

China may be slowing and facing trade war concerns but its broader commodity demand supports the outlook for several Australian exporters, says Nikko...