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

    SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.

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

  • 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

  • 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

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

    SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...

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

  • 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

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

    SHARE THIS This month we discuss what the market may initially seek the most from the next Bank of Japan governor; we also look at Japan’s expanding outlays, with tax revenue and inflation in focus.

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

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

    SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...

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

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

    SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.

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

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

    SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.

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

  • Japan Value Insights: CDMOs and health-related social needs

    SHARE THIS Contract development and manufacturing organisations (CDMOs) could play an important role in addressing health-related needs as society seeks rapid solutions to issues such as an increase in refractory diseases.

    https://www.nikkoam.co.nz/articles/2023/japan-value-2302

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

    SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.

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

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

    SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.

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

  • 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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022

    SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-december-22

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

    SHARE THIS We discuss the Bank of Japan’s unexpected move to tweak its yield curve control scheme and the potential implications; we also provide a brief overview of some of the factors seen impacting Japan equities in 2023.

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2022

    SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-november-22

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

    SHARE THIS While we do not expect the US Federal Reserve to pivot any time soon towards easing policy, the firm break in dollar momentum perhaps reflects a shift in the relative growth story which had favoured the US towards one focused on the rest of...

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

  • 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

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

    SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...

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


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