Search Nikko AM

 
Assuming articles is optional, and insights is optional, and equity is optional, the following results were found.

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

    SHARE THIS We take a look at the short and long term prospects of Abenomics without Abe, and we also discuss the recent trend of an increasing number of Japanese companies passing on higher costs to consumers and whether this phenomenon can continue.

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

  • Asia corporate high yield: Market review and outlook

    SHARE THIS Asia high yield credit had a tough start to 2022, succumbing to heavy selling pressure . Apart from geopolitical tensions, tighter financial conditions and rising recession risk in major developed economies, sentiment toward Asia HY has been...

    https://www.nikkoam.co.nz/articles/2022/asia_corporate_high_yield_august_22

  • 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

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

    SHARE THIS The shift in market narratives continues to gather pace, matching the increase in volatility of the economic cycle seen since the beginning of the pandemic. Central banks are generally aiming to smooth the economic cycle, but this time they...

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

  • Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead

    SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2208

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

    SHARE THIS We are taking a more constructive view in duration overall, as we believe that the markets have largely priced in hawkish Fed expectations. Among the low-yielding countries, we prefer Singapore and Hong Kong, while we like Malaysia and India...

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

  • Global Equity Quarterly (Q2 2022)

    SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.

    https://www.nikkoam.co.nz/articles/2022/global-equity-quarterly-q2-2022

  • Japan’s “show me the money” corporate governance: 2Q record high

    SHARE THIS The just-released 2Q CY22 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-2q

  • China - and New Zealand

    SHARE THIS Almost forty years ago, China’s then paramount leader, Deng Xiaoping, decided that his country needed a “Great Leap Forward” in order to catch up with its economic rivals and secure its then fading place within the global system.

    https://www.nikkoam.co.nz/articles/2022/china-and-new-zealand

  • Japan Value Insights: Creating economic wealth by utilising forest resources

    SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2209

  • 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

  • New Zealand Equity Monthly – August 2022

    SHARE THIS In an encouraging sign for New Zealand equities, the benchmark NZX 50 Index ended August approximately 10% higher compared to the lows it saw in June, when it dropped below the 11,000 level for the first time in two years. However, the...

    https://www.nikkoam.co.nz/articles/2022/nz-equity-monthly-august-22

  • New Zealand Fixed Income Monthly – August 2022

    SHARE THIS New Zealand bonds went through a tough period in August. The rough patch reflects continuing uncertainty, with the bond market undecided about whether it should focus on inflation itself or pay more specific attention to the measures that...

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

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

    SHARE THIS The regional index of the MSCI AC Asia ex Japan in August was flat at 0.0% in US dollar terms, recovering after falling into negative territory earlier. The North Asian region was weighed down by foreign currency effects, trailing behind its...

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

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

    SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...

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

  • ESG through an Asian equity lens

    SHARE THIS In recent years, the increased focus on ESG has validated our beliefs. Yet, the complex and fast-changing economies and societies that make up Asia continue to be a challenge confronting investors looking to apply ESG analysis across Asian...

    https://www.nikkoam.co.nz/articles/2022/esg-through-an-asian-equity-lens-2209

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

    SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.

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

  • Opinion: Our ageing population and immigration settings are bad for all of us

    SHARE THIS Population growth, demographic changes and immigration policy are all important factors that followers of investment markets play close attention to. These are drivers that have a profound impact on a country's future.

    https://www.nikkoam.co.nz/articles/2022/opinion-our-ageing-population-and-immigration-settings-are-bad-for-all-of-us

  • Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound

    SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2210

  • A Round Trip to the Plaza Hotel, and the End of Orthodoxy

    SHARE THIS As the famous 1980s’ bumper sticker (almost) said, “shocks happen”. The global economy / ecosystem is an inherently dynamic entity, constantly changing its shape and composition. Some of these changes will of course favour some economies...

    https://www.nikkoam.co.nz/articles/a-round-trip-to-the-plaza-hotel,-and-the-end-of-orthodoxy

Quick Links