Search Nikko AM

 
Assuming dirt is optional, and tyndall is optional, and content is optional, and team is optional, the following results were found.

  • Harnessing Change - Monthly Insights: Asian Equity-January 2024

    SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.

    https://www.nikkoam.co.nz/articles/2024/asian-equity-monthly-jan-2024

  • Biodiversity is next for green bond expansion

    SHARE THIS Our economic system is based on a model of take, make and waste that consistently over-utilises and fails to replenish Earth’s valuable, but dwindling resources. The need to transform how we interact with nature creates a major opportunity...

    https://www.nikkoam.co.nz/articles/2024/biodiversity-is-next-for-green-bond-expansion

  • Assessing the impact of green bonds

    SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.

    https://www.nikkoam.co.nz/articles/2024/assessing-the-impact-of-green-bonds-2024

  • Prospect of lower rates makes Asian REITs an increasingly vibrant asset class

    SHARE THIS The Asian REIT market is the second-largest REIT market globally, but there is still plenty of room for growth. As REIT regulations and listing processes become increasingly market-friendly in newer REIT markets, we expect more asset owners...

    https://www.nikkoam.co.nz/articles/2024/prospect-of-lower-rates-makes-asian-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (February 2024)

    SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-february-2024

  • Harnessing Change - Monthly Insights: Asian Equity-February 2024

    SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-february-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2024

    SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly those from India, Indonesia and the Philippines. In our view, the disinflation trends in these countries should provide their central banks with the flexibility to...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-march-2024

  • Harnessing Change - Monthly Insights: Asian Equity-March 2024

    SHARE THIS The Chinese economy and its equity market continue to be significant focal points in broader Asia. Additional support measures, combined with a recalibration of market expectations, have helped Chinese equities recover from the panic selling...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-march-2024

  • Harnessing Change - Monthly Insights: Asian Equity-April 2024

    SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-april-2024

  • On the ground in Asia Monthly Insights: Asian Fixed Income (April 2024)

    SHARE THIS In terms of duration exposure, we maintain a positive outlook for medium-term duration, finding the current yield levels attractive. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to access...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-april-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2024

    SHARE THIS We have shifted to a mildly positive stance on overall duration, preferring high-yield markets such as India, Indonesia and the Philippines. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-may-2024

  • Harnessing Change - Monthly Insights: Asian Equity-May 2024

    SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.

    https://www.nikkoam.co.nz/articles/2024/asian-equity-may-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2024

    SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-june-2024

  • Harnessing Change-Monthly Insights: Asian Equity-June 2024

    SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-june-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

  • 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

  • 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

  • Are China’s stimulus measures enough?

    SHARE THIS The raft of stimuli recently unveiled in China is the most coordinated policy since the start of the country’s economic downturn. This, along with the start of the Fed’s monetary policy easing, represents key fundamental changes. However, as...

    https://www.nikkoam.co.nz/articles/2024/2410-are-chinas-stimulus-enough

Quick Links