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  • 2023 Asian credit outlook

    SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.

    https://www.nikkoam.co.nz/articles/2023/asian-credit-outlook-2023

  • 2023 New Zealand equity outlook

    SHARE THIS Labour shortages and inflation are expected to pressure the New Zealand economy in 2023. That said, New Zealand’s listed market is more defensive than the broader economy with large weights in defensive sectors such as utilities and...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-equity-outlook-2023

  • 2023 New Zealand fixed income outlook

    SHARE THIS New Zealand’s Official Cash Rate and short-term interest rates may stay elevated in 2023 but longer-term interest rates are likely to decline starting in the second half of the year as financial markets begin pricing in the possibility of...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-fixed-income-outlook-2023

  • 2023 Japan equity outlook

    SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.

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

  • 2023 Asian equity outlook

    SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...

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

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

    SHARE THIS Asian stocks rebounded strongly in November after Federal Reserve Fed Chair Jerome Powell pointed to slower pace of monetary policy tightening and lifted market sentiment. All Asian markets ended in positive territory, with China in the lead...

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

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

    SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...

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

  • 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

  • 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

  • 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

  • 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-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-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

  • Global banking turmoil from an Asian perspective

    SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...

    https://www.nikkoam.co.nz/articles/2023/global-banking-turmoil-from-an-asian-perspective

  • Consumption in Asia from a new perspective

    SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...

    https://www.nikkoam.co.nz/articles/2023/consumption-in-asia-from-a-new-perspective

  • 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

  • Asia’s healthcare opportunities

    SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.

    https://www.nikkoam.co.nz/articles/2023/asias-healthcare-opportunities

  • 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

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

    SHARE THIS As the developed world continues to struggle with inflation and a lack of growth, Asia stands out as the bright spot, with inflation well in check and monetary cycles peaking ahead of the West. Growth in Asia is also expected to outperform...

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

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

    SHARE THIS We remain constructive on relatively higher-yielding Philippine, Indian and Indonesian government bonds, on the back of the relatively supportive macro backdrop for these countries. As for currencies, we expect the Thai baht and Indonesian...

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

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