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  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q2-2022

  • Japan’s “show me the money” corporate governance: 2Q record high

    SHARE THIS The just-released 2Q CY22 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-2q

  • China - and New Zealand

    SHARE THIS Almost forty years ago, China’s then paramount leader, Deng Xiaoping, decided that his country needed a “Great Leap Forward” in order to catch up with its economic rivals and secure its then fading place within the global system.

    https://www.nikkoam.co.nz/articles/2022/china-and-new-zealand

  • Japan Value Insights: Creating economic wealth by utilising forest resources

    SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2209

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)

    SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-september-2022

  • New Zealand Equity Monthly – August 2022

    SHARE THIS In an encouraging sign for New Zealand equities, the benchmark NZX 50 Index ended August approximately 10% higher compared to the lows it saw in June, when it dropped below the 11,000 level for the first time in two years. However, the...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-august-22

  • New Zealand Fixed Income Monthly – August 2022

    SHARE THIS New Zealand bonds went through a tough period in August. The rough patch reflects continuing uncertainty, with the bond market undecided about whether it should focus on inflation itself or pay more specific attention to the measures that...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-august-2022

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-August 2022

    SHARE THIS The regional index of the MSCI AC Asia ex Japan in August was flat at 0.0% in US dollar terms, recovering after falling into negative territory earlier. The North Asian region was weighed down by foreign currency effects, trailing behind its...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-august-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2022

    SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-august-22

  • ESG through an Asian equity lens

    SHARE THIS In recent years, the increased focus on ESG has validated our beliefs. Yet, the complex and fast-changing economies and societies that make up Asia continue to be a challenge confronting investors looking to apply ESG analysis across Asian...

    https://www.nikkoam.co.nz/articles/2022/esg-through-an-asian-equity-lens-2209

  • Balancing Act-Monthly insights: Multi-Asset Team-September 2022

    SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.

    https://www.nikkoam.co.nz/articles/2022/multi-asset-september-2022

  • Opinion: Our ageing population and immigration settings are bad for all of us

    SHARE THIS Population growth, demographic changes and immigration policy are all important factors that followers of investment markets play close attention to. These are drivers that have a profound impact on a country's future.

    https://www.nikkoam.co.nz/articles/2022/opinion-our-ageing-population-and-immigration-settings-are-bad-for-all-of-us

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

  • A big comeback: Rising fortunes of Asia’s small caps

    SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...

    https://www.nikkoam.co.nz/articles/2022/rising-fortunes-asian-small-caps-2210

  • Navigating Japan Equities: Monthly Insights from Tokyo (October 2022)

    SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-october-2022

  • Investing in a multipolar world

    SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...

    https://www.nikkoam.co.nz/articles/2022/investing-in-a-multipolar-world-october-2022

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-September 2022

    SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-september-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2022

    SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-september-22

  • Balancing Act-Monthly insights: Multi-Asset Team-October 2022

    SHARE THIS Central bank tightening is beginning to have an impact, but less evidently in terms of easing inflationary pressures than in causing strains on the global financial system. Policymakers are beginning to blink—first with Japan intervening to...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-october-2022

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