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  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2022

    SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-august-22

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-September 2022

    SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-september-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2022

    SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-september-22

  • The future looks bright for Asia’s equity markets

    SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.

    https://www.nikkoam.co.nz/articles/2022/the-future-looks-bright-for-asias-equity-markets

  • The potential implications of China’s 20th Party Congress

    SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...

    https://www.nikkoam.co.nz/articles/2022/potential_implications_of_chinas_20th_party_congress

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-October 2022

    SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-october-2022

  • 2023 Global multi-asset outlook

    SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...

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

  • 2023 Global equity outlook

    SHARE THIS Some of the factors that have shaped 2022 look less likely to recur in 2023 (for instance, supply chain duress because of COVID containment) but others will likely last longer (most notably a higher cost of capital). We are cautiously...

    https://www.nikkoam.co.nz/articles/2023/global-equity-outlook-2023

  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

    https://www.nikkoam.co.nz/articles/2023/china-equity-outlook-2023

  • 2023 Singapore equity outlook

    SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...

    https://www.nikkoam.co.nz/articles/2023/singapore-equity-outlook-2023

  • 2023 Asian rates and FX outlook

    SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2023

  • 2023 Global Fixed Income outlook

    SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2023

  • 2023 Asian credit outlook

    SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.

    https://www.nikkoam.co.nz/articles/2023/asian-credit-outlook-2023

  • 2023 New Zealand equity outlook

    SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-equity-outlook-2023

  • 2023 New Zealand fixed income outlook

    SHARE THIS New Zealand’s Official Cash Rate and short-term interest rates may stay elevated in 2023 but longer-term interest rates are likely to decline starting in the second half of the year as financial markets begin pricing in the possibility of...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-fixed-income-outlook-2023

  • 2023 Japan equity outlook

    SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.

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

  • 2023 Asian equity outlook

    SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2022

    SHARE THIS Asian stocks rebounded strongly in November after Federal Reserve Fed Chair Jerome Powell pointed to slower pace of monetary policy tightening and lifted market sentiment. All Asian markets ended in positive territory, with China in the lead...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-november-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2022

    SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-november-22

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022

    SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-december-22

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