Our Insights on China

China's Tea Evolution

by Grace Yan, Portfolio Manager, Asian Equity — 17 April 2019

The Chinese consumer has become wealthier in recent years and consequently is always on the lookout for something better—not just in form but in substance.

China: Will They Get Old Before They Get Rich?

by Chris Rands, Portfolio Manager — 28 March 2019

Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age.

US Brands Facing Greater Vulnerability in China

by Eng Teck Tan, Senior Portfolio Manager — 19 March 2019

As Bob Dylan famously said, The Times They Are a-Changin’, at least for North American brands trying to make a name for themselves in China.

Rejuvenated China - Shares Poised for a Sustainable Rally

by Truman Du, Senior Portfolio Manager,
Rob Mann, Senior Portfolio Manager, Asia Equity — 27 February 2019

The much anticipated MSCI A Share inclusion happened on 31 May 2018 and will pave the way for further internationalisation of China’s stock markets.

Asia's Current Account: Good or Bad?

by Edward Ng, Portfolio Manager — 15 November 2018

On the back of unrelenting USD strength, 2018 has been a tumultuous period for Asian currencies. Countries in the region with current account deficits have been facing more currency pressure, prompting their central banks to engage in series of rate hikes to defend their currencies.

Finding Multi-Baggers From ESG Controversy

by Peter Monson, Portfolio Manager — 2 October 2018

The NikkoAM Asia ex Japan equities team focuses on two core characteristics in our fundamental research; sustainability of returns and positive fundamental change.