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  • 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-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

  • 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

  • Navigating China markets amidst property sector headwinds

    SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.

    https://www.nikkoam.co.nz/articles/2023/2309-navigating-china-markets-amidst-property-sector-headwinds

  • 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

  • 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

  • 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

  • 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

  • China equity outlook 2024

    SHARE THIS For those willing to brave immediate challenges, we believe China will continue to offer long-term opportunities as the country has been working to become technologically self-sufficient and develop high-end technologies on its own in a more...

    https://www.nikkoam.co.nz/articles/2023/china-equity-outlook-2024

  • Asian rates and FX outlook 2024

    SHARE THIS We expect 2024 to be a year of higher returns and lower volatility for Asian local government bonds as US Treasury yields are seen stabilising. We also see Asian currencies firming against the dollar in 2024 as the Federal Reserve’s rate...

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-and-fx-outlook-2024

  • Asian credit outlook 2024

    SHARE THIS We expect fundamentals and technical backdrop for Asian credit to remain supportive in 2024. However, valuation is a challenge with current Asian high-grade spreads near historical lows. The myriad cyclical and structural factors driving the...

    https://www.nikkoam.co.nz/articles/2023/asian-credit-outlook-2024

  • ASEAN equity outlook 2024

    SHARE THIS We believe ASEAN will offer good pockets of growth and quality opportunities, as well as earnings resilience and protection amid some of the prevailing global macro headwinds.

    https://www.nikkoam.co.nz/articles/2023/asean-equity-outlook-2024

  • Singapore equity outlook 2024

    SHARE THIS We believe that our “New Singapore” narrative focusing on sectors and companies that represent the future of the city-state will remain relevant in 2024. Energy transition has risen to prominence within the New Singapore narrative in...

    https://www.nikkoam.co.nz/articles/2023/singapore-equity-outlook-2024

  • Japan equity outlook 2024

    SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-outlook-2024

  • Global fixed income outlook 2024

    SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.

    https://www.nikkoam.co.nz/articles/2023/global-fixed-income-outlook-2024

  • Global equity outlook 2024

    SHARE THIS We are heading into a changing world, where the more recent past can no longer be relied on to guide our path forward. But we are not blindfolded. There are tools we can use to provide a greater degree of certainty. Our Future Quality...

    https://www.nikkoam.co.nz/articles/2023/global-equity-outlook-2024

  • Global multi-asset outlook 2024

    SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...

    https://www.nikkoam.co.nz/articles/2023/global-multi-asset-outlook-2024

  • 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

  • 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

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

    SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient due to fiscal buffers although slower economic growth seems to loom over the horizon.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-monthly-dec-23

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