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  • 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

  • Japan’s “show me the money” corporate governance: 1Q record high

    SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-1q

  • New Zealand Fixed Income Monthly – May 2022

    SHARE THIS The beleaguered New Zealand bond market received some respite in May, while the Reserve Bank of New Zealand raised the Official Cash Rate by 50 basis points to 2%, with the market pricing in the central bank hiking rates again in July and...

    https://www.nikkoam.co.nz/articles/2022/nz-fixed-income-monthly-may-2022

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2022

    SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-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

  • 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

  • Japan Value Insights: Creating economic wealth by utilising forest resources

    SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2209

  • 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

  • The Inelastic Supply Curve

    SHARE THIS We have little (in fact, virtually no) doubt that the opening salvos of the monetary response to the Pandemic were driven by a sense of panic rather than by calculated analysis. The Federal Reserve appeared to be downplaying internally as...

    https://www.nikkoam.co.nz/articles/the-inelastic-supply-curve-2

  • 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

  • Have Bond Markets Become Unfit for Purpose?

    SHARE THIS Rather surprisingly, a UK tabloid newspaper recently contacted the author following the seemingly spectacular “blow up” in the UK bond markets, and the subsequent “crises” within the pension / insurance sectors. The journalist clearly wanted...

    https://www.nikkoam.co.nz/articles/2022/have-bond-markets-become-unfit-for-purpose

  • Thoughts on the BOJ you might not have heard, but should consider

    SHARE THIS Currently, there is a wide variety of predictions for the BOJ’s actions, with some expecting imminent hawkish decisions based upon some of Governor-nominee Kazuo Ueda’s “anti-distortion” comments, but changes are more likely to be gradual...

    https://www.nikkoam.co.nz/articles/2023/thoughts-on-the-boj

  • Global Equity Quarterly (Q4 2022)

    SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...

    https://www.nikkoam.co.nz/articles/2023/global-equity-quarterly-q4-2022

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

    SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.

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

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

    SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...

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

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

    SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...

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

  • Future Quality Insights -May 2023-A bridge over troubled waters

    SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2305

  • Just Passing Through?

    SHARE THIS There was quite simply nothing not to like about the latest US consumer price index data; not only was the headline a good number but so too were most of the internals.

    https://www.nikkoam.co.nz/articles/2023/just-passing-through

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

    SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...

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

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

    SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...

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

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