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  • 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

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

    SHARE THIS Despite short-term negatives, we believe that China continues to offer ample long-term growth opportunities as the country pivots towards advanced manufacturing and technology. Elsewhere, some of the best growth stories globally could be...

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

  • Japan equity outlook 2024

    SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2024

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

    SHARE THIS While the risk-off environment stretched into another month, we are still finding plenty of positives in Asia. India’s macro remains favourable; Chinese equity markets are near the cheapest in 20 years; and the semiconductor industry is...

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

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

    SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...

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

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

    SHARE THIS Indian and Indonesian bonds are expected to fare relatively better than their regional peers, supported by their attractive carry, positive macro backdrop and policy credibility. As for currencies, expectations that US interest rates may...

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

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

    SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...

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

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

    SHARE THIS While market positioning has shifted towards a more constructive outlook, the macroeconomic mood has not. Rather, persistent upside pressures in equity markets have forced investors back into the market so they do not fall too far behind...

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

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

    SHARE THIS We remain constructive on relatively higher-yielding government bonds amid a supportive macro backdrop. Our favourable view of higher-yielders is further grounded on the view that lower-yielding government bonds will be more vulnerable to...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-June 2023

    SHARE THIS With inflationary issues subsiding across most of Asia, many regional central banks are now holding interest rates steady, if not cutting rates in the case of China. The US, meanwhile, is still warning of further rate hikes despite some...

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

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

    SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2023

    SHARE THIS As the developed world continues to struggle with inflation and a lack of growth, Asia stands out as the bright spot, with inflation well in check and monetary cycles peaking ahead of the West. Growth in Asia is also expected to outperform...

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

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

    SHARE THIS China’s re-opening and supportive policy tone may continue to provide a critical counterweight to global macro weakness. Macro and corporate credit fundamentals across Asia ex-China are also expected to stay robust.

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

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

    SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...

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

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

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

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

  • Asian financials: beyond the drama

    SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...

    https://www.nikkoam.co.nz/articles/2023/asian-financials-beyond-the-drama

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

    SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-december-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)

    SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-september-2022

  • 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

  • Asia bonds: Calmer seas ahead

    SHARE THIS We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This...

    https://www.nikkoam.co.nz/articles/2022/asia-bonds-calmer-seas-ahead

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