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

    SHARE THIS This month we discuss the factors behind the Nikkei’s rise to a 33-year high; we also assess Japan’s opportunity to re-invent itself as a technology hub with leading global chipmakers bringing investments and manufacturing to its shores.

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

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

    SHARE THIS China’s re-opening and supportive policy tone may continue to provide a critical counterweight to global macro weakness. Macro and corporate credit fundamentals across Asia ex-China are also expected to stay robust.

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

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

    SHARE THIS Currently, we believe that valuations look stretched (mainly in the US) and volatility too low to justify that a new bull market is at hand, given the plethora of risks. We remain constructive on China's recovering demand and new sources of...

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

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

    SHARE THIS This month we discuss how Warren Buffett’s focus on Japan has put the country’s market back on investor radars and how it could be a chance for companies to disseminate meaningful information; we also analyse the TSE’s surprise “name and...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023

    SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-april-2023

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

    SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...

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

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

    SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2023

    SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-march-2023

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

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

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

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

    SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.

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

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

    SHARE THIS This month we discuss what the market may initially seek the most from the next Bank of Japan governor; we also look at Japan’s expanding outlays, with tax revenue and inflation in focus.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2023

    SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-february-2023

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

    SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2023

    SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-january-2023

  • Japan Value Insights: CDMOs and health-related social needs

    SHARE THIS Contract development and manufacturing organisations (CDMOs) could play an important role in addressing health-related needs as society seeks rapid solutions to issues such as an increase in refractory diseases.

    https://www.nikkoam.co.nz/articles/2023/japan-value-2302

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

    SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.

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

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

    SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.

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

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

    SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-december-2022

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

    SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-december-22

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

    SHARE THIS We discuss the Bank of Japan’s unexpected move to tweak its yield curve control scheme and the potential implications; we also provide a brief overview of some of the factors seen impacting Japan equities in 2023.

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

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