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On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021
SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.
https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-november-21 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2021
SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...
https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-december-2021 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2021
SHARE THIS On the back of uncertainties surrounding Omicron and major central banks turning hawkish, we deem it prudent to hold a slightly cautious stance on duration, as well as a slightly defensive stance on Asian currencies.
https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-december-21 -
US Federal Reserve: Approaching lift-off
SHARE THIS Increasing expectations of a more aggressive Fed tightening cycle have led to a sell-off in US Treasuries. We share our thoughts on what this means for investors in 2022 and discuss our outlook for Asian bond markets.
https://www.nikkoam.co.nz/articles/2022/us-federal-reserve-approaching-lift-off -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2022
SHARE THIS Asian stocks had a tough start to 2022 amid concerns that persistent inflation could cause any tightening by the US Federal Reserve (Fed) to be more aggressive than expected. For the month, the MSCI AC Asia ex Japan Index fell by 3.10% in US...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-january-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2022
SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-january-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2022
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-february-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2022
SHARE THIS We are generally neutral to slightly cautious in our view of countries whose bonds are relatively more sensitive to UST movements. Within Asia currencies, we prefer the Chinese renminbi and Malaysian ringgit over the Indian rupee and the...
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-february-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2022
SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.
https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-march-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2022
SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-march-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2022
SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-april-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2022
SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-april-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2022
SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-may-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2022
SHARE THIS We prefer Malaysian bonds, as we are of the view that inflation will be relatively better contained in Malaysia. We are keeping a neutral view on duration for low-yielding regions and countries such as Hong Kong, Singapore and Thailand. On...
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-may-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2022
SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-june-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2022
SHARE THIS Inflationary pressures accelerated in May across the region, due to higher transport and food prices. We maintain our preference for Malaysian bonds, as we believe that inflation will be better contained in Malaysia compared to other...
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-june-22 -
Asia corporate high yield: Market review and outlook
SHARE THIS Asia high yield credit had a tough start to 2022, succumbing to heavy selling pressure . Apart from geopolitical tensions, tighter financial conditions and rising recession risk in major developed economies, sentiment toward Asia HY has been...
https://www.nikkoam.co.nz/articles/2022/asia_corporate_high_yield_august_22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-July 2022
SHARE THIS Higher commodity prices impacted returns in Asia, while a slip in prices of crude oil and metals benefitted many Asian nations. We expect the future trajectory of inflation to dictate the path of interest rates, which in turn is seen...
https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-july-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-July 2022
SHARE THIS We are taking a more constructive view in duration overall, as we believe that the markets have largely priced in hawkish Fed expectations. Among the low-yielding countries, we prefer Singapore and Hong Kong, while we like Malaysia and India...
https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-july-22 -
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