Search Nikko AM

 
Assuming component is optional, and content is optional, and article is optional, and insights is optional, the following results were found.

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

    SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...

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

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

    SHARE THIS In this month's Balancing Act we review Q1 corporate earnings, which have been more resilient than expected; from a defensive standpoint we also discuss our cautious view on gold.

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

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (April 2025)

    SHARE THIS Against a 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-april-2025

  • 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

  • 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

  • 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

  • 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

  • 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

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

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

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

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

    SHARE THIS We continue to believe that Asia’s local government bonds are positioned to perform well, supported by accommodative central banks amid an environment of benign inflation and moderating growth.

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

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

    SHARE THIS While US equities stumbled in February, Asian ex Japan equities gained modestly, helped by continued positive momentum in Chinese tech stocks. China's tech has been the comeback story so far in 2025 after DeepSeek injected some liveliness...

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

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

    SHARE THIS We assess the factors behind the recent surge in Japan's long-term yields and its implications for equities; we also analyse the robustness of corporate earnings amid the structural economic changes taking place.

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

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

    SHARE THIS For January, we reduced our overweight position in growth while maintaining our overweight position in defensives. With respect to growth assets, Trump's second presidency ushers in a new era of US exceptionalism which has implications on...

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

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

    SHARE THIS We believe the introduction of DeepSeek may cause a recalibration of capital expenditures. Its introduction has initiated a shift towards a more cost efficient, scalable, and accessible AI landscape.

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

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

    SHARE THIS We see Asian local government bonds being supported by accommodative central banks amid an environment of benign inflation and moderating growth. Within the region, we expect investor appetite for higher carry bonds such as those of...

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

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

    SHARE THIS This month we discuss signs of improvement in the Bank of Japan (BOJ)'s market communication following its recent rate hike; we also focus on Japan's economic resilience amid a flurry of trade-related headlines impacting the markets.

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

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

    SHARE THIS We retained our positive view on growth on resilient economic data and dovish monetary policies globally as inflation is now closer to central bank targets worldwide. Our view of defensives improved as higher yields now make the asset class...

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

  • Harnessing Change-Monthly Insights: Asian Equity (December 2024)

    SHARE THIS Despite concerns about Donald Trump's impact on emerging markets, historical data shows that during his first term as US president, China, South Korea and Taiwan outperformed the S&P 500 although they are the most trade-sensitive equity...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-december-2024

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (December 2024)

    SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-december-2024

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

    SHARE THIS This month we discuss how a rise in delistings reflects efforts to create a more attractive equity market; we also assess ways in which a merger by large automakers in Japan could stimulate reforms beyond the industry.

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

Quick Links