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  • In response to Liberation Day tariffs

    SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2025/liberation-day-tariffs-april-2025

  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://www.nikkoam.co.nz/articles/2025/us-tariffs-highstakes-games-begin-april-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (April 2025)

    SHARE THIS The US tariff-induced turmoil could slow the pace of the Bank of Japan’s rate hikes, but the cycle of wages and prices, which has made the central bank confident about monetary tightening, is expected to remain intact over the longer term.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-april-2025

  • New Zealand Equity Monthly (March 2025)

    SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-march-2025

  • Impact of additional US tariffs on Asia rates and credit markets

    SHARE THIS The "Liberation Day" US tariffs are expected to strongly impact Asia, where most countries run a trade surplus with the US. Although significant uncertainty is likely to linger, our base case is for most of the region's economies to...

    https://www.nikkoam.co.nz/articles/2025/impact-of-additonal-us-tariffs-on-asia-april-2025

  • New Zealand Fixed Income Monthly (March 2025)

    SHARE THIS In a key development for New Zealand’s fixed income market, official figures suggest that the Reserve Bank of New Zealand has won its fight against inflation. We feel that the victory has come at a cost, however, given the significant impact...

    https://www.nikkoam.co.nz/articles/2025/nz-fixed-income-monthly-march-2025

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (March 2025)

    SHARE THIS Against this more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-march-2025

  • Chinese property developer bonds: reflecting on the sleeper rally and what lies ahead

    SHARE THIS Amid the challenges facing China's property market, work is well under way to restore confidence in the housing sector. It remains an uphill task for both Beijing and the country's property groups, but there are signs of renewed investor...

    https://www.nikkoam.co.nz/articles/2025/chinese-property-developer-bonds-april-2025

  • Isolation day: the geopolitical impact of Trump’s tariffs on the world

    SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...

    https://www.nikkoam.co.nz/articles/2025/isolation-day-april-2025

  • Global Investment Committee review: scenarios for a less certain global outlook

    SHARE THIS The Global Investment Committee (GIC) held an extraordinary session to review the macroeconomic and market impact of tariffs announced by the US on 2 April, as well as subsequent actions and market reactions. The GIC’s verdict is that while...

    https://www.nikkoam.co.nz/articles/2025/global-investment-committee-review-april-2025

  • Harnessing Change-Monthly Insights: Asian Equity (March 2025)

    SHARE THIS China’s focus on boosting domestic consumption as their top policy priority in 2025 sets a positive trajectory. The ability of individual countries to provide domestic stimulus is going to be crucial in limiting the impact of global growth...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-march-2025

  • Are Foreign Investors Really Fleeing US Assets?

    SHARE THIS Understandably much of the popular market commentary has centred around the possible “Repatriation Trade” and in particular is has focussed on possible flows out of the UST by foreign investors. There have also been stories of some selling...

    https://www.nikkoam.co.nz/articles/2025/are-foreign-investors-really-fleeing-us-assets

  • Balancing Act Monthly Insights: Global Multi-Asset (April 2025)

    SHARE THIS One major “plotline” central to the recent series of tariff moves is the tense trade relationship between the US and China. In this issue, we will explore how Chinese bonds have historically offered defensive characteristics and their...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-april-2025

  • Financing nature at scale

    SHARE THIS Nature-related risks and opportunities are rising fast on the global investment agenda. Yet for many investors, finding scalable, credible ways to finance biodiversity remains a challenge. Sovereign green bonds may offer one of the most...

    https://www.nikkoam.co.nz/articles/2025/2504-financing-nature-at-scale

  • Navigating Japan Equities: Monthly Insights From Tokyo (May 2025)

    SHARE THIS While the “tariff crisis” may have clouded Japan’s economic outlook, the prospects are certainly not opaque as it may look to reduce the role of US exports. Trade tensions have also prompted the Bank of Japan to hold monetary policy steady,...

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-may-2025

  • New Zealand Fixed Income Monthly (April 2025)

    SHARE THIS In our view, New Zealand’s status as a safe haven during times of turbulence has often exceeded that of other markets. Although the New Zealand market is relatively small, it also offers a high degree of quality, and the country's bond and...

    https://www.nikkoam.co.nz/articles/2025/nz-fixed-income-monthly-april-2025

  • New Zealand Equity Monthly (April 2025)

    SHARE THIS The upcoming New Zealand earnings reporting season is set against a backdrop of intricate global economic factors and trade tensions. Amidst the uncertainty, we assess New Zealand's exposure to the global trade tumult, highlighting potential...

    https://www.nikkoam.co.nz/articles/2025/nz-equity-monthly-april-2025

  • Balancing Act: Global Multi-Asset Quarterly (Q1 2025)

    SHARE THIS Speculation over the actions of the US administration had a major impact on asset markets throughout the January-March quarter, with volatility dominating towards the end. We trimmed our overweight score in growth assets during the quarter,...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-quarterly-q1-2025

  • Global Equity Quarterly (Q1 2025)

    SHARE THIS We firmly believe that markets remain inefficient, and the last few months are testament to that. Hence we face today's uncertainty level headed, attentive to where risks lie while also inquisitive about the potential opportunities.

    https://www.nikkoam.co.nz/articles/2025/global-equity-quarterly-q1-2025

  • Harnessing Change-Monthly Insights: Asian Equity (April 2025)

    SHARE THIS We can expect more aggressive policy support from Chinese authorities over the next several months for consumption and business activities, prompted by the still uncertain global trade situation. Despite the ongoing volatility and...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-april-2025

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