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  • Navigating Japan Equities: Monthly Insights from Tokyo (July 2022)

    SHARE THIS We take a look at why the Bank of Japan is likely to stick to its easy monetary policy even as other central banks embark on policy tightening; we also highlight the signs of a full-fledged capex recovery taking place in Japan.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-july-2022

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

    SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2022

    SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-june-2022

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

    SHARE THIS We prefer Malaysian bonds, as we are of the view that inflation will be relatively better contained in Malaysia. We are keeping a neutral view on duration for low-yielding regions and countries such as Hong Kong, Singapore and Thailand. On...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-may-22

  • Navigating Japan Equities: Monthly Insights from Tokyo (June 2022)

    SHARE THIS This month we explain why losses by Japanese equities so far in 2022 have been limited relative to their peers; we also assess the positive impact a return of inbound tourism could have on Japan’s economy and markets.

    https://www.nikkoam.co.nz/articles/2022/navigating-japan-equities-monthly-insight-june-2022

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

    SHARE THIS Asian equity markets rose marginally in May, boosted by Shanghai’s plan to lift COVID-19 restrictions, even as the US Federal Reserve raised its benchmark overnight interest rate by 50 basis points. For the month, the MSCI AC Asia ex Japan...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-May 2022

    SHARE THIS The outlook is increasingly clouded as markets come to terms with a Fed that may do “whatever it takes” to contain inflation. Given that current inflationary pressures appear to be mainly driven by supply-side constraints and rising energy...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-may-2022

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

    SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-april-22

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

    SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-april-2022

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

    SHARE THIS We have eased our cautious view towards duration as we expect global rates to consolidate from current levels. On currencies, we are positive on the Malaysian ringgit, Indonesian rupiah and Singapore dollar.

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-march-22

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

    SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-march-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (April 2022)

    SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-april-2022

  • Japan Value Insights: Spotlight on sustainable companies addressing social issues

    SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.

    https://www.nikkoam.co.nz/articles/2022/japan-value-2204

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2022

    SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-march-2022

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

    SHARE THIS We are generally neutral to slightly cautious in our view of countries whose bonds are relatively more sensitive to UST movements. Within Asia currencies, we prefer the Chinese renminbi and Malaysian ringgit over the Indian rupee and the...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-february-22

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

    SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-february-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)

    SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-march-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)

    SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.

    https://www.nikkoam.co.nz/articles/2022/japan-equity-monthly-february-2022

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

    SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-january-22

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2022

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-february-2022

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