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

    SHARE THIS The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2024

    SHARE THIS Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-march-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 (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

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2024)

    SHARE THIS This month we focus on the prospect of Japanese stocks sustaining their upward trajectory after reaching record highs; we also assess how the country’s Q4 GDP contraction sharpens the focus on consumption and wages in 2024.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2024

    SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-feb-2024

  • 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

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2024)

    SHARE THIS This month we discuss how emerging growth narratives such as semiconductors may come into focus in 2024; we also assess the slightly hawkish turn the BOJ took at its January policy meeting.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-January 2024

    SHARE THIS The US economy continues to look robust, so we have stayed constructive on growth assets and short maturity global credit where yields are attractive. We still believe that the path to 2% inflation in the US is relatively unclear. If...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-jan-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

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

    SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient due to fiscal buffers although slower economic growth seems to loom over the horizon.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-monthly-dec-23

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

    SHARE THIS Although we believe that the prospects for the economy remain mostly unchanged, the outlook is softer at the margins, perhaps reflecting the tightening of financial conditions seen during the recent months. Over the past month, however,...

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

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

    SHARE THIS We expect sentiment toward Asia’s bond markets to turn increasingly positive in 2024. We also expect macro and corporate credit fundamentals across Asia ex-China to stay resilient on the back of fiscal buffers, although slower economic...

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

  • 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

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

    SHARE THIS We discuss how a bullish year for Japan equities has brought what was previously out of sight into view and analyse focal points for the market as we head into 2024; we also assess how focusing on efficiency and growth could be the way...

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

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

    SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient with fiscal buffers, although slower economic growth appears to loom over the horizon.

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

  • 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-October 2023

    SHARE THIS Defying seemingly broad sentiment that a slowdown is coming, the US economy continues to chug along, and bond yields are continuing to wake up to the monetary reality that long-term rates need to be repriced accordingly. The adjustment has...

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

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

    SHARE THIS Amid the current rise in oil prices, global central banks have become more vigilant against inflation, becoming increasingly wary of risks occasioned by a potentially premature end to their rate hiking cycles. Consequently, we deem it...

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

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

    SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...

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


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