Search Nikko AM

 
Assuming articles is optional, and economic-disappointment-in-japan-should-not-worry-equity-investors is optional, the following results were found.

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2023)

    SHARE THIS This month we discuss what the market may initially seek the most from the next Bank of Japan governor; we also look at Japan’s expanding outlays, with tax revenue and inflation in focus.

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-march-2023

  • Net zero made in Asia

    SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...

    https://www.nikkoam.co.nz/articles/2023/net-zero-made-in-asia

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2023

    SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-february-23

  • New Zealand Fixed Income Monthly – February 2023

    SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

    https://www.nikkoam.co.nz/articles/2023/nz-fixed-income-monthly-february-23

  • New Zealand Equity Monthly – February 2023

    SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

    https://www.nikkoam.co.nz/articles/2023/nz-equity-monthly-february-23

  • Asian financials: beyond the drama

    SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...

    https://www.nikkoam.co.nz/articles/2023/asian-financials-beyond-the-drama

  • Global Investment Committee’s Outlook

    SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2304

  • Global banking turmoil from an Asian perspective

    SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...

    https://www.nikkoam.co.nz/articles/2023/global-banking-turmoil-from-an-asian-perspective

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2023

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-march-2023

  • Resilience and attractiveness of Asian local bonds

    SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...

    https://www.nikkoam.co.nz/articles/2023/resilience-and-attractiveness-of-asian-local-bonds

  • Consumption in Asia from a new perspective

    SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...

    https://www.nikkoam.co.nz/articles/2023/consumption-in-asia-from-a-new-perspective

  • Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)

    SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-april-2023

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2023

    SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-march-2023

  • Key Points: An Anaemic Recovery

    SHARE THIS Our Gravity Index for China has made only a very modest recovery so far this year.

    https://www.nikkoam.co.nz/articles/2023/key-points-an-anaemic-recovery

  • The Credit Crunch; a Product of 2020 that Began Weeks Ago

    SHARE THIS Although recent headline-grabbing events within the banking system have moved the topic of a potential credit crunch centre-stage in the markets’ consciousness, the fact is that a credit crunch within the Global Financial System began a year...

    https://www.nikkoam.co.nz/articles/2023/the-credit-crunch

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2023

    SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-march-23

  • Balancing Act-Monthly insights: Multi-Asset Team-April 2023

    SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-april-2023

  • The Federal Reserve: a Different Beast

    SHARE THIS I think that it was Henry Kissinger that once said that "academic politics is so vicious because the stakes are so low". However, when academic politics affects economic policymaking, the stakes are far from low.

    https://www.nikkoam.co.nz/articles/2023/the-federal-reserve-a-different-beast

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023

    SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-april-2023

  • Navigating Japan Equities: Monthly Insights from Tokyo (May 2023)

    SHARE THIS This month we discuss how Warren Buffett’s focus on Japan has put the country’s market back on investor radars and how it could be a chance for companies to disseminate meaningful information; we also analyse the TSE’s surprise “name and...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-may-2023

Quick Links