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Japan’s equity market a hotspot for active investment
SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.
https://www.nikkoam.co.nz/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024 -
The Future Isn’t What it Was
SHARE THIS A few weeks ago, we began experimenting with the hypothesis that households – and even some governments – were starting to reassess their long-term income expectations. Years of weak productivity growth, concerns over economic efficiency,...
https://www.nikkoam.co.nz/articles/2024/the-future-isn’t-what-it-was-2 -
Turbulence in Japan equities: assessing the recent downturn and prospects for recovery
SHARE THIS We assess the extreme turbulence this week that rocked Japanese equities, which had reached record highs just last month. We discuss the factors that led to the sharp downturn at the start of the week and consider what could be in store for...
https://www.nikkoam.co.nz/articles/2024/turbulence-in-japan-equities-2024 -
New Zealand Fixed Income Monthly (July 2024)
SHARE THIS The Reserve Bank of New Zealand stood pat on interest rates in its latest Monetary Policy Review in July, but it signalled a shift towards a more dovish stance, suggesting that a first rate cut could be conducted by the end of 2024.
https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-july-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (August 2024)
SHARE THIS The Nikkei experienced its worst single-day fall early in August after reaching a record high just the previous month. Despite the recent slide, domestic factors supporting Japanese equities remain relatively unchanged, in our view. We...
https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-august-2024 -
New Zealand Equity Monthly (July 2024)
SHARE THIS July was a remarkably strong month for New Zealand equities, with the strength of the market partly reflecting the dovish turn taken by the Reserve Bank of New Zealand.
https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-july-2024 -
How to wean off a weak yen without fading Japan’s recovery
SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...
https://www.nikkoam.co.nz/articles/2024/how-to-wean-off-a-weak-yen-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (July 2024)
SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...
https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-july-2024 -
Harnessing Change-Monthly Insights: Asian Equity (July 2024)
SHARE THIS India remains the long-term growth story in Asia and continues to attract fresh investment flows. China, on the other hand, has become the value play waiting for positive catalysts to turnaround sentiment.
https://www.nikkoam.co.nz/articles/2024/asian-equity-july-2024 -
Global Investment Committee review: still positive, with downside risk caveats
SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...
https://www.nikkoam.co.nz/articles/2024/gic-review-still-positive-2024 -
Balancing Act-Monthly Insights: Global Multi-Asset (August 2024)
SHARE THIS For August we reduced our overweight on growth assets amid volatility in the markets and maintained a neutral position on defensives. We expect volatility to be quelled, given that the markets have factored in the Fed cutting interest rates...
https://www.nikkoam.co.nz/articles/2024/multi-asset-august-2024 -
Change as the only constant: investing in a world in transition
SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...
https://www.nikkoam.co.nz/articles/2024/change-as-the-only-constant-2024 -
If Trump wins: uncertainties and opportunities from an Asian equity perspective
SHARE THIS As the November 2024 US presidential elections draw ever closer, we explore the global trade, economic and geopolitical implications from an Asian equity perspective, focusing on the uncertainties and opportunities that could arise if Donald...
https://www.nikkoam.co.nz/articles/2024/if-trump-wins-uncertainities-and-opportunities-2024 -
New Zealand Equity Monthly (August 2024)
SHARE THIS In August the Reserve Bank of New Zealand lowered interest rates, marking the first change in the Official Cash Rate since May 2023. We expect New Zealand equities to be supported if the central bank maintains an accommodative approach.
https://www.nikkoam.co.nz/articles/2024/nz-equity-monthly-august-2024 -
New Zealand Fixed Income Monthly (August 2024)
SHARE THIS The Reserve Bank of New Zealand’s rate cut in August appears to constitute a slight easing of the brakes rather than a large change. With the Official Cash Rate at 5.25%, conditions are still restrictive. The first signs of recovery are...
https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-august-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (September 2024)
SHARE THIS This month we assess why the market is unfazed by Japan’s upcoming leadership change; we also explain how a bid for a prominent Japanese convenience store operator has highlighted how affordable domestic firms now look in the eyes of their...
https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-september-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (August 2024)
SHARE THIS In a positive bond market environment driven by global monetary easing expectations, we favour government bonds from India, Indonesia and the Philippines, where higher yields remain attractive to investors.
https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-august-2024 -
Harnessing Change-Monthly Insights: Asian Equity (August 2024)
SHARE THIS We believe that the biggest fundamental change for Asian markets in the medium term is a shift in the interest rates regime, notably that of the US.
https://www.nikkoam.co.nz/articles/2024/asian-equity-august-2024 -
Less may be more in Japan’s LDP leadership contest
SHARE THIS There is one major thing to keep in mind going into Japan’s upcoming leadership contest for the ruling Liberal Democratic Party (LDP)—the country’s looming general election. The ruling party’s chief concern is to select a candidate who can...
https://www.nikkoam.co.nz/articles/2024/less-may-be-more-in-japans-ldp-2024 -
What the Fed’s rate cut tells us about current financial conditions
SHARE THIS The Federal Reserve’s 50 bps rate cut demonstrated the power of financial markets at present. As the markets had already priced in a significant probability of a 50 bps reduction, the Fed could have viewed such conditions as a good time to...
https://www.nikkoam.co.nz/articles/2024/what-the-feds-rate-cut-tells-us-2024