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  • Global Investment Committee’s Outlook

    SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2304

  • New Zealand Fixed Income Monthly – April 2023

    SHARE THIS As New Zealand’s current tightening cycle started about 19 months ago, it can already be said to be mature. It also follows that the full impact of the monetary policy decisions taken so far should now be building in the economy.

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

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2306

  • Just Passing Through?

    SHARE THIS There was quite simply nothing not to like about the latest US consumer price index data; not only was the headline a good number but so too were most of the internals.

    https://www.nikkoam.co.nz/articles/2023/just-passing-through

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

  • Oil Prices, Inflation, and Growth

    SHARE THIS Over the recent years, there has been a tendency amongst politicians and the media to target the CPI rather than inflation itself, or at least the inflation process. Too often have we heard from policymakers that inflation can be brought...

    https://www.nikkoam.co.nz/articles/2023/oil-prices,-inflation,-and-growth

  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...

    https://www.nikkoam.co.nz/articles/2023/global-investment-committee-outlook-2309

  • Digging into ASEAN: unearthing the world’s next winner

    SHARE THIS We have long been enthusiastic about the ASEAN share markets, and the region continues to offer appealing prospects. While the fundamental drivers behind ASEAN’s growth and opportunities are not entirely new, in our view the trends remain...

    https://www.nikkoam.co.nz/articles/2023/2310-digging-into-asean-unearthing-the-worlds-next-winner

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

    SHARE THIS We analyse the Bank of Japan’s decision to further tweak its yield curve control scheme amid the latest developments hinting at sustained wage growth; we also assess why an acute labour shortage could be a golden opportunity for Japan Inc....

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

  • Asian rates and FX outlook 2024

    SHARE THIS We expect 2024 to be a year of higher returns and lower volatility for Asian local government bonds as US Treasury yields are seen stabilising. We also see Asian currencies firming against the dollar in 2024 as the Federal Reserve’s rate...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2024

  • Japan equity outlook 2024

    SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2024

  • Global fixed income outlook 2024

    SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2024

  • New Zealand Fixed Income Monthly – January 2024

    SHARE THIS Despite continued struggles with inflation in New Zealand and elsewhere, our view is that the RBNZ’s next change to the OCR is likely to be downward, albeit at a later timing than the market has recently been expecting.

    https://www.nikkoam.co.nz/articles/2024/nz-fixed-income-monthly-jan-24

  • Why we should pay special attention to Japan’s Q4 capex surge

    SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...

    https://www.nikkoam.co.nz/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024

  • Nikkei reaches all-time high: five reasons the rally will endure

    SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...

    https://www.nikkoam.co.nz/articles/2024/nikkei-reaches-all-time-high-2024

  • How does geopolitical risk affect portfolio management?

    SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.

    https://www.nikkoam.co.nz/pages/how-does-geopolitical-risk-affect-portfolio-management

  • Changing Shape of China's Economy

    SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...

    https://www.nikkoam.co.nz/pages/changing-shape-of-china-economy

  • Press Releases - 2013

    SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...

    https://www.nikkoam.co.nz/media-center/press-releases/2013

  • China Equity - Global Leadership

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    https://www.nikkoam.co.nz/sp/china-equity/why-now-global-leadership

  • Global Investment Committee Outlook: A new regime ahead

    SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

    https://www.nikkoam.co.nz/articles/2020/global-investment-committee-outlook

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