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  • Further improving Japan’s equity culture and wealth

    SHARE THIS Japan’s economy should boom after the Olympics burden passes. Its stock market will likely rebound sharply too, but one item that has limited Japan’s equity culture, and thus, its wealth, especially for wary pensioners, is overly...

    https://www.nikkoam.co.nz/articles/2021/further-improving-japan-equity-culture

  • Supply – Not Demand – Is the Problem

    SHARE THIS It goes without saying that the Covid-19 Pandemic has caused – and is still causing – disruptions to people’s ability to spend and companies’ ability to produce goods and to supply services. Moreover, the Pandemic looks set to disrupt the...

    https://www.nikkoam.co.nz/articles/supply-–-not-demand-–-is-the-problem

  • Japan Equity Monthly - July 2021

    SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...

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

  • Global Equity Quarterly Q2 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-q2-global

  • Asian Fixed Income Monthly - July 2021

    SHARE THIS The US Treasury (UST) curve bull flattened in July. The Federal Open Market Committee (FOMC) meeting was largely uneventful, although the forward guidance on asset purchases was tweaked slightly to indicate that progress had been made...

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-july-21

  • New Zealand Fixed Income Monthly - July 2021

    SHARE THIS New Zealand’s bond market performed well overall in July, although the long term sector outperformed its short term peers significantly.

    https://www.nikkoam.co.nz/articles/2021/nz-fixed-income-monthly-july-21

  • New Zealand Equity Monthly - July 2021

    SHARE THIS This month we turn our focus to environment, social and governance (ESG) issues. ESG is firmly in the spotlight at present, and this trend will only intensify in the future. In global terms, Europe’s level of ESG legislation is more advanced...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-july-21

  • Multi-asset Monthly - August 2021

    SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.

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

  • Asian Equity Monthly - July 2021

    SHARE THIS Asian stocks suffered losses in July, weighed down by the selloff in Chinese equities following Beijing’s regulatory crackdown on the private tutoring and technology-related sectors.

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

  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Japan’s structural reform to benefit investors

    SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.

    https://www.nikkoam.co.nz/articles/2021/japan_structural_reform_benefit_investors

  • Are Central Banks Tightening into a Slowdown?

    SHARE THIS There has been a marked inflation of money balances in the USA and of course elsewhere within the global economy over the last 18 months that has led to a generalized inflation of household balance sheets – nominal expenditure, financial...

    https://www.nikkoam.co.nz/articles/are-central-banks-tightening-into-a-slowdown

  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance

  • Japan Value Insights

    SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2109

  • Japan Equity Monthly - August 2021

    SHARE THIS The news of Prime Minister Suga’s impending resignation triggered a rally in Japanese equities this week, with the market hoping that a new administration will bring the COVID-19 outbreak under control and hasten the normalisation of the...

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

  • Asian Equity Monthly - August 2021

    SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...

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

  • New Zealand Equity Monthly – August 2021

    SHARE THIS With the reporting season in full swing, this month we turn our attention to New Zealand’s corporate results and announcements. In particular we focus on the COVID-19 pandemic and its effect on such results and highlight how changing...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-august-21

  • New Zealand Fixed Income Monthly - August 2021

    SHARE THIS The detection of New Zealand’s first COVID-19 Delta variant infections and the subsequent decision by the Reserve Bank of New Zealand (RBNZ) to postpone a widely expected rate hike muddied the country’s outlook in August. The economy was...

    https://www.nikkoam.co.nz/articles/2021/nz-fixed-income-monthly-august-21

  • Staying adaptive to an evolving recovery

    SHARE THIS The world is settling into a new normal that is likely to look quite different from pre-COVID-19 norms. This includes different patterns of demand shaped by learning to live with the virus and an ongoing fiscal thrust with firm policy...

    https://www.nikkoam.co.nz/articles/2021/staying-adaptive-evolving-recovery

  • Asian Fixed Income Monthly - August 2021

    SHARE THIS US Treasury (UST) yields rose in August, prompted by data showing stronger-than-expected US employment growth. The rise in rates was supported by hawkish comments from some US Federal Reserve (Fed) officials.

    https://www.nikkoam.co.nz/articles/2021/asian-fixed-income-monthly-august-21

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