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  • 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

  • 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

  • Navigating Japan Equities: Monthly Insights From Tokyo (May 2024)

    SHARE THIS This month we analyse why the influence of capex and wages on spending behaviour are key to gauging whether an inflationary mindset is taking hold among households; amid an adjustment by Japanese stocks from record highs, we also look for...

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

  • Harnessing Change - Monthly Insights: Asian Equity-December 2023

    SHARE THIS The peaking of interest rates and potentially the US dollar could be a boon for broader markets—particularly those more sensitive to liquidity, countries with more room to ease rates and areas where positive fundamental changes have been...

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

  • New Zealand Fixed Income Monthly – November 2023

    SHARE THIS Amid significantly negative returns in both the equity and fixed income markets at the end of last year, it was thought that 2023 would be the “year of the bond”. As we near the end of 2023, however, the bond market is still yet to live up...

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

  • Harnessing Change - Monthly Insights: Asian Equity-September 2023

    SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...

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

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

    SHARE THIS We remain constructive on relatively higher-yielding Philippine, Indian and Indonesian government bonds, on the back of the relatively supportive macro backdrop for these countries. As for currencies, we expect the Thai baht and Indonesian...

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

  • 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

  • New Zealand Fixed Income Monthly – October 2022

    SHARE THIS As in the rest of the world, consumers in New Zealand are facing significant headwinds as the cost of living rises. The consensus was for inflation to decline rapidly after peaking, but the data now show that New Zealand’s inflation is...

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

  • 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

  • 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

  • Japan’s “show me the money” corporate governance: 4Q record high

    SHARE THIS The just released 4Q CY21 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.

    https://www.nikkoam.co.nz/articles/2022/japan-show-money-corporate-governance-4q

  • Press Release - 20220210

    SHARE THIS Nikko AM makes long-standing wholesale SRI Equity Fund available to retail and KiwiSaver investors Hot on the heels of a revamp of its GoalsGetter platform, which guides Kiwi investors to understand, set and reach their personal investment...

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-release-20220210

  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance-3q

  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance

  • Australian Fixed Income Monthly – February 2021

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -3.58% over the month. The yield curve steepened dramatically as 3-year government bond yields ended the month 1 basis point (bp) higher at...

    https://www.nikkoam.co.nz/articles/2021/australian-fixed-income-monthly-february-2021

  • Australian equity monthly - February 2021

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...

    https://www.nikkoam.co.nz/articles/2021/australian-equities-monthly-february-2021

  • 2021 Singapore Equity Outlook

    SHARE THIS Following the negative performance of 2020, we believe 2021 could see better returns and a recovery for Singapore equities. We believe equity returns will remain supported by the re-opening of the Singapore economy and expect an improved...

    https://www.nikkoam.co.nz/articles/2021/singapore-equity-outlook-2021

  • Australian Fixed Income Monthly – November 2020

    SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...

    https://www.nikkoam.co.nz/articles/2020/australian-fixed-income-monthly-november-2020

  • Australian equity monthly - September 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.

    https://www.nikkoam.co.nz/articles/2020/australian-equities-monthly-september-2020

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