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  • Asian equity monthly – March 2021

    SHARE THIS Asian stocks succumbed to profit-taking in March as hopes over a vaccine-led regional economic recovery were overshadowed by persistent reflationary concerns and rising global bond yields. The MSCI AC Asia ex Japan Index fell by 2.5% in US...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-march-2021

  • Asian Fixed Income Monthly - March 2021

    SHARE THIS The UST yield curve steepened further in March as stronger-than-expected domestic economic data prints, passage of the US dollar (USD) 1.9 trillion stimulus package and a ramp-up in the rate of US vaccinations amid slowing daily infection...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-march-2021

  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-april-2021

  • Global credit quarterly

    SHARE THIS The global credit market saw a positive start into the year in Q12021 as spreads continued to tighten. However, total returns were negatively impacted by the global move toward higher rates. At the beginning of 2021, cyclical sectors came...

    https://www.nikkoam.co.nz/articles/2021/global-credit-quarterly-q2

  • It’s Different This Time: Inflation Versus Deflation, Credit versus Money

    SHARE THIS It may not be quite as profound as the eternal “chicken and the egg question” but nevertheless we suspect that deep in the bowels of some academic institutions, aging economists are still debating which came first, money or credit? Did the...

    https://www.nikkoam.co.nz/articles/2021/its-different-this-time

  • Emerging market fixed income quarterly

    SHARE THIS Emerging Markets (EM) debt began 2021 by consolidating after an exceptional performance at the end of 2020. The negative performance was mostly driven by a widening of US Treasury yields while spreads remained broadly unchanged.

    https://www.nikkoam.co.nz/articles/2021/emerging-market-fixed-income-quarterly-q2

  • Global Equity Quarterly Q1 2021

    SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...

    https://www.nikkoam.co.nz/articles/2021/global-equity-quarterly-q1-global

  • Core markets fixed income quarterly

    SHARE THIS The striking 52% year-on-year surge in prices of second-hand US vehicles has, as expected, caught market attention, with global chip shortages often blamed for the disruption in the market for used cars. Behind the scenes, however, stands...

    https://www.nikkoam.co.nz/articles/2021/core-markets-fixed-income-quarterly-q2

  • The case for Asian small caps

    SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.

    https://www.nikkoam.co.nz/articles/2021/the-case-for-asian-small-caps

  • Japan Equity Monthly - April 2021

    SHARE THIS We gauge Japan’s slow vaccine rollout from an economic perspective and assess the shift in work styles that occurred during the pandemic and its potential impact on real estate prices.

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-april-2021

  • Net zero carbon: Is it all just hot air?

    SHARE THIS "Nowadays people know the price of everything and the value of nothing", quipped Oscar Wilde.

    https://www.nikkoam.co.nz/articles/2021/net-zero-carbon-is-it-all-just-hot-air

  • Asian Fixed Income Monthly - April 2021

    SHARE THIS US Treasury (UST) yields stabilised in April. Yields came off despite domestic data confirming that the US economy had gained momentum, and inflation numbers that were above market expectations. The Federal Open Market Committee statement...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-april-2021

  • Asian Equity Monthly – April 2021

    SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-april-2021

  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

    https://www.nikkoam.co.nz/articles/2021/multi-asset-may-2021

  • From success story to cautionary tale: Assessing Japan’s vaccination effort

    SHARE THIS

    https://www.nikkoam.co.nz/articles/2021/japan-vaccination-effort

  • The Japanese market’s upside potential: Vaccination inflection point and what rising interest rates may portend

    SHARE THIS While the Japanese equity market managed to strongly rebound in 2020 after a sharp fall at the start of the pandemic, it has lagged its peers in 2021 amid the country’s struggle to contain COVID-19 and its slow rollout of vaccinations.

    https://www.nikkoam.co.nz/articles/2021/japan-market-upside-potential

  • Rising nationalism spurs Chinese consumers to go local

    SHARE THIS With the recent rise of nationalism in China, many foreign brands operating in the world’s second largest economy are now treading very carefully in their marketing campaigns and public communiqué.

    https://www.nikkoam.co.nz/articles/2021/rising-nationalism-spurs-chinese-consumers-local

  • Future Quality Insights - June 2021

    SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2106

  • Japan Equity Monthly - May 2021

    SHARE THIS We explain why corporate earnings in FY21 are expected to begin reflecting recovering confidence among Japanese companies as vaccine rollouts gain momentum. We also look into the BOJ’s trial run for a digital yen and the impact such a...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-2106

  • Are rising yields a concern for Asian REITs?

    SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.

    https://www.nikkoam.co.nz/articles/2021/are-rising-yields-a-concern-for-asian-reits

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