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

    SHARE THIS This month we discuss why the equity market is relatively unaffected by the political scandal shaking Japan’s ruling party; we also assess how 2024 could become an inflection point in the country’s “savings to investments” drive.

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

  • 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

  • Harnessing Change - Monthly Insights: Asian Equity-September 2023

    SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-sep-2023

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

    SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...

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

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

    SHARE THIS Indian and Indonesian bonds are expected to fare relatively better than their regional peers, supported by their attractive carry, positive macro backdrop and policy credibility. As for currencies, expectations that US interest rates may...

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

  • Harnessing Change - Monthly Insights: Asian Equity-August 2023

    SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-aug-2023

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

    SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...

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

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

    SHARE THIS The economic wheels continue to turn forward, surprising many given that the Federal Reserve lifted the overnight target rate to 5.5%, a level not seen since 2001. It is also above the top rate of 5.25% seen back in 2006–2007, before rate...

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

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

    SHARE THIS We retain our preference for Indonesian government bonds and for currencies, we believe that greater support for the renminbi from Chinese policymakers should remove a near-term headwind for currencies in the region. We take a more cautious...

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

  • Harnessing Change - Monthly Insights: Asian Equity-July 2023

    SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monthly-jul-2023

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

    SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...

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

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

    SHARE THIS While market positioning has shifted towards a more constructive outlook, the macroeconomic mood has not. Rather, persistent upside pressures in equity markets have forced investors back into the market so they do not fall too far behind...

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

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