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

    SHARE THIS Indian and Indonesian bonds are expected to fare relatively better than their regional peers, supported by their attractive carry, positive macro backdrop and policy credibility. As for currencies, expectations that US interest rates may...

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

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

    SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...

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

  • Shift to secular growth could be a “real deal” moment for Japan equities

    SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...

    https://www.nikkoam.co.nz/articles/2023/shift-to-secular-growth-could-be-a-real-deal-moment-for-japan-equities

  • Navigating China markets amidst property sector headwinds

    SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.

    https://www.nikkoam.co.nz/articles/2023/2309-navigating-china-markets-amidst-property-sector-headwinds

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2309

  • Oil Prices, Inflation, and Growth

    SHARE THIS Over the recent years, there has been a tendency amongst politicians and the media to target the CPI rather than inflation itself, or at least the inflation process. Too often have we heard from policymakers that inflation can be brought...

    https://www.nikkoam.co.nz/articles/2023/oil-prices,-inflation,-and-growth

  • “Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities

    SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...

    https://www.nikkoam.co.nz/articles/2023/2310-bold-and-fundamental-changes

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

    SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...

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

  • New Zealand Equity Monthly – September 2023

    SHARE THIS New Zealand equities continued to see weakness in September, with the market falling by approximately 3%. This partly reflected broader volatility given that the Australian market declined by about 4% and US equities saw a fall of...

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

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

    SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...

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

  • Japan primed for resurgence after a turnaround year

    SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...

    https://www.nikkoam.co.nz/articles/2023/japan-primed-resurgence-after-turnaround-year

  • New Zealand Fixed Income Monthly – September 2023

    SHARE THIS Although the Reserve Bank of New Zealand stated in May that inflation was likely to return to its target range of 1-3% per annum if the Official Cash Rate remained at a restrictive level for some time, market expectations for interest rates...

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

  • Digging into ASEAN: unearthing the world’s next winner

    SHARE THIS We have long been enthusiastic about the ASEAN share markets, and the region continues to offer appealing prospects. While the fundamental drivers behind ASEAN’s growth and opportunities are not entirely new, in our view the trends remain...

    https://www.nikkoam.co.nz/articles/2023/2310-digging-into-asean-unearthing-the-worlds-next-winner

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

    SHARE THIS Amid the current rise in oil prices, global central banks have become more vigilant against inflation, becoming increasingly wary of risks occasioned by a potentially premature end to their rate hiking cycles. Consequently, we deem it...

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

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

    SHARE THIS Defying seemingly broad sentiment that a slowdown is coming, the US economy continues to chug along, and bond yields are continuing to wake up to the monetary reality that long-term rates need to be repriced accordingly. The adjustment has...

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

  • China and India’s contrasting inflation front

    SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.

    https://www.nikkoam.co.nz/articles/2023/2310-china-and-india-contrasting-inflation-front

  • These Are Era-Defining Times

    SHARE THIS It has been a wild few weeks within debt markets – sharp sell-offs, even sharper rallies, and then a renewed sell off. Movements in equity markets have looked tame by comparison. Bond markets are certainly having to process a lot of...

    https://www.nikkoam.co.nz/articles/2023/these-are-era-defining-times

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

    SHARE THIS While the risk-off environment stretched into another month, we are still finding plenty of positives in Asia. India’s macro remains favourable; Chinese equity markets are near the cheapest in 20 years; and the semiconductor industry is...

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

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

    SHARE THIS We analyse the Bank of Japan’s decision to further tweak its yield curve control scheme amid the latest developments hinting at sustained wage growth; we also assess why an acute labour shortage could be a golden opportunity for Japan Inc....

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

  • New Zealand Fixed Income Monthly – October 2023

    SHARE THIS The general election held in October resulted in a change in government for New Zealand. Although it is difficult to gain a full picture at this stage, we can make some key observations on monetary policy: the Reserve Bank of New Zealand’s...

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

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