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

    SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

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

  • Why investors should consider increasing their exposure to Japan

    SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...

    https://www.nikkoam.co.nz/articles/2023/why-investors-should-consider-increasing-their-exposure-to-japan

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

    SHARE THIS With inflationary issues subsiding across most of Asia, many regional central banks are now holding interest rates steady, if not cutting rates in the case of China. The US, meanwhile, is still warning of further rate hikes despite some...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-jun-2023

  • New Zealand Fixed Income Monthly – June 2023

    SHARE THIS The Reserve Bank of New Zealand indicated in May that the current interest rate hiking cycle is by and large complete, with the Official Cash Rate (OCR) having peaked at its current level of 5.5%. The central bank also signalled that it is...

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

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

    SHARE THIS We remain constructive on relatively higher-yielding government bonds amid a supportive macro backdrop. Our favourable view of higher-yielders is further grounded on the view that lower-yielding government bonds will be more vulnerable to...

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

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

    SHARE THIS While market positioning has shifted towards a more constructive outlook, the macroeconomic mood has not. Rather, persistent upside pressures in equity markets have forced investors back into the market so they do not fall too far behind...

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

  • Just Passing Through?

    SHARE THIS There was quite simply nothing not to like about the latest US consumer price index data; not only was the headline a good number but so too were most of the internals.

    https://www.nikkoam.co.nz/articles/2023/just-passing-through

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

    SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...

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

  • Harnessing Change - Monthly Insights: Asian Equity-July 2023

    SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-jul-2023

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

    SHARE THIS We retain our preference for Indonesian government bonds and for currencies, we believe that greater support for the renminbi from Chinese policymakers should remove a near-term headwind for currencies in the region. We take a more cautious...

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

  • New Zealand Equity Monthly – July 2023

    SHARE THIS The devastation from the tropical cyclone and flooding that struck New Zealand’s North Island in February 2023 was a reminder of the increasing need to mitigate extreme weather events and to take stock after they strike.

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

  • New Zealand Fixed Income Monthly – July 2023

    SHARE THIS Recent data demonstrate that declining demand is now a major concern for companies as recent rate hikes by the Reserve Bank of New Zealand increasingly constrain economic activity.

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

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

    SHARE THIS The economic wheels continue to turn forward, surprising many given that the Federal Reserve lifted the overnight target rate to 5.5%, a level not seen since 2001. It is also above the top rate of 5.25% seen back in 2006–2007, before rate...

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

  • Japan’s “Show Me the Money” corporate governance: 2Q profit margins near record high

    SHARE THIS The just-released 2Q CY23 data on aggregate corporate profits in Japan was somewhat mixed, but the overall corporate recurring pre-tax profit margin rebounded near its record high on a four-quarter average.

    https://www.nikkoam.co.nz/articles/2023/japans-show-me-the-money-corporate-governance-2q-profit-margins-near-record-high

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

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

    SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...

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

  • Climate change solutions in Japan

    SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...

    https://www.nikkoam.co.nz/articles/2023/2309-climate-change-solutions-in-japan

  • India’s transformational trends

    SHARE THIS Structural reforms, investments in energy transition, rising consumption and vast improvement in India’s infrastructure, productivity and manufacturing sector are expected to bolster the country’s next phase of economic growth and...

    https://www.nikkoam.co.nz/articles/2023/2309-indias-transformational-trends

  • Japan’s long-term value is getting unlocked

    SHARE THIS There’s more to Japan’s renaissance than relatively inexpensive valuations. Companies have become more receptive to corporate reform and shareholder engagement; Japan’s services sector is benefitting from a resumption in tourism; and, in...

    https://www.nikkoam.co.nz/articles/2023/2309-japans-long-term-value-is-getting-unlocked

  • Harnessing Change - Monthly Insights: Asian Equity-August 2023

    SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-aug-2023

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