Why Asia Credit should stand alone from Global Emerging Market Debt.
As we start 2017, we expect the continued recovery in Japan’s economy will be driven by three factors outlined in this article.
Whether by luck or design, when I first entered the world of applied economics during the mid-1980s, I decided that I would like to specialize in covering central banks and in studying the flows that these institutions could create within financial systems and the real economies of the world..
Trump certainly is non-conventional, in many ways similar to Teddy Roosevelt. Hopefully, Japan can adapt to this new reality, and instead of blocking Trump's initiatives, be able to have acceptable compromise “deals” ready.
For New Zealand investors, what do we think 2017 holds in store for fixed income?
Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks
We believe that in an increasingly uncertain world, Japan’s less uncertain market will provide a compelling opportunity for serious investors.
The phrase “lower for longer” could well become unfashionable very quickly after years of central banks combating the forces of deflation and wishing for inflation instead.
2016 may best be remembered as the year in which Trump won and the world changed. The question becomes which reforms will take centre stage.
The cumulative positioning of investors in companies and asset classes that are deemed safe in a “lower for longer” environment is undergoing a significant test at present.