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  • Core markets fixed income quarterly

    SHARE THIS The striking 52% year-on-year surge in prices of second-hand US vehicles has, as expected, caught market attention, with global chip shortages often blamed for the disruption in the market for used cars. Behind the scenes, however, stands...

    https://www.nikkoam.co.nz/articles/2021/core-markets-fixed-income-quarterly-q2

  • The case for Asian small caps

    SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.

    https://www.nikkoam.co.nz/articles/2021/the-case-for-asian-small-caps

  • Japan Equity Monthly - April 2021

    SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-april-2021

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • Asian Fixed Income Monthly - April 2021

    SHARE THIS US Treasury (UST) yields stabilised in April. Yields came off despite domestic data confirming that the US economy had gained momentum, and inflation numbers that were above market expectations. The Federal Open Market Committee statement...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-april-2021

  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-april-2021

  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-may-2021

  • From success story to cautionary tale: Assessing Japan’s vaccination effort

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    https://www.nikkoam.co.nz/articles/2021/japan-vaccination-effort

  • The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend

    SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.

    https://www.nikkoam.co.nz/articles/2021/japan-market-upside-potential

  • Rising nationalism spurs Chinese consumers to go local

    SHARE THIS With the recent rise of nationalism in China, many foreign brands operating in the world’s second largest economy are now treading very carefully in their marketing campaigns and public communiqué.

    https://www.nikkoam.co.nz/articles/2021/rising-nationalism-spurs-chinese-consumers-local

  • Future Quality Insights - June 2021

    SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2106

  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • Are rising yields a concern for Asian REITs?

    SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.

    https://www.nikkoam.co.nz/articles/2021/are-rising-yields-a-concern-for-asian-reits

  • Asian Fixed Income Monthly - May 2021

    SHARE THIS US Treasury (UST) yields traded in a relatively narrow range in May. Inflation fears resurfaced, prompted by rising commodity prices and a marked increase in headline consumer and producer price indices in the US.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-may-2021

  • Asian Equity Monthly - May 2021

    SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-may-2021

  • Multi-asset Monthly - June 2021

    SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-june-2021

  • Reaping big rewards in Asian small caps

    SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...

    https://www.nikkoam.co.nz/articles/2021/reaping-big-rewards

  • A new era for manager due diligence

    SHARE THIS The 2007-2008 global financial crisis had a lasting impact on public and private pension funds, as the collapse of Lehman Brothers and massive fraud committed by Wall Street money manager Bernie Madoff placed greater emphasis on fiduciary...

    https://www.nikkoam.co.nz/articles/2021/a-new-era-for-manager-due-diligence

  • The Fed raises concerns on inflation

    SHARE THIS After many years of trying to stimulate inflation, central banks are now facing inflation levels that are far exceeding recent trends. In May, eurozone inflation rose to 2% and in the US core inflation reached 3.8% (almost a 30-year high).

    https://www.nikkoam.co.nz/articles/2021/the-fed-raises-concerns-on-inflation

  • Dispelling negative notions about Japan amid its increasing importance

    SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...

    https://www.nikkoam.co.nz/articles/2021/dispelling-negative-notions-about-japanmid-its-increasing-importance

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