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  • Global Fixed Income Quarterly - Q4 2021 Outlook

    SHARE THIS The optimist says prices are cheap. The pessimist says prices are expensive. The central banker says inflation is transitory. We remain in the aftermath of a month where the worldview on the future of monetary policy has dramatically changed.

    https://www.nikkoam.co.nz/articles/2021/global-fixed-income-quarterly-outlook-2111

  • Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

    SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

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

  • On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021

    SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...

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

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

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

  • China: Regulate in order to innovate

    SHARE THIS Every few years, concerns emerge over whether China is investable. We are currently witnessing the latest round of this cycle amid China’s drive to regulate. However, investing in China during such moments of doubt has reaped substantial...

    https://www.nikkoam.co.nz/articles/2021/china-regulate-in-order-to-innovate

  • The secret to onto it investing is out!

    SHARE THIS See how much your KiwiSaver investment could be worth in the future. Join or transfer to the Nikko AM KiwiSaver Scheme, join before 31 January 2024 to receive a $100 boost into your KiwiSaver account. Find out more here.

    https://www.nikkoam.co.nz/articles/featured-article-7

  • Why Japan’s CPI remains low when other economies grapple with inflation

    SHARE THIS As the global economy takes steps to recover from the pandemic, prices have steadily risen around the world. Japan, however, remains an exception among the major economies. The country’s headline CPI did tick up in October, but at a very...

    https://www.nikkoam.co.nz/articles/2021/japan-cpi-remains-low

  • The Reluctant Fed

    SHARE THIS Although the late 1980s’ “Lawson Boom” in the UK was an interesting first real-time introduction to a credit boom, the author’s first authentic experience of the “madness” that can accompany a credit boom was centred on Japan in 1988 and...

    https://www.nikkoam.co.nz/articles/2021/the-reluctant-fed

  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://www.nikkoam.co.nz/articles/2021/japan-show-money-corporate-governance-3q

  • Future Quality Insights - December 2021 - A trip to Lisbon

    SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2112

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

    SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

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

  • Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

    SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2112

  • 2022 Global Fixed Income Outlook

    SHARE THIS We present our 2022 outlook for core markets, emerging markets and global credit.

    https://www.nikkoam.co.nz/articles/2022/global-fixed-income-outlook-2022

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2021

    SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.

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

  • 2022 Asian Credit Outlook: Growth momentum seen reviving

    SHARE THIS The macro backdrop and robust corporate credit fundamentals remain supportive of Asia credit spreads. As such, we expect growth momentum of many Asian economies to gather pace heading into 2022. Overall corporate credit fundamentals are...

    https://www.nikkoam.co.nz/articles/2022/asian-credit-outlook-2022

  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-and-fx-outlook-2022

  • 2022 China Equity Outlook: Focusing on new market leaders

    SHARE THIS Amid a flurry of headlines, investors may have largely overlooked the significant number of recent positive developments in China, such as initiatives directed towards ambitious renewables targets, the continued opening up of the financial...

    https://www.nikkoam.co.nz/articles/2022/china-equity-outlook-2022

  • 2022 Singapore Equity Outlook: Focusing on sustainable growth

    SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...

    https://www.nikkoam.co.nz/articles/2022/singapore-equity-outlook-2022

  • 2022 Japan Equity Outlook: ESG to bring Japan to the fore

    SHARE THIS ESG initiatives are expected to become ever more important for companies and investors around the world in 2022. We expect many Japanese companies to come to the fore amid this global shift towards ESG, with enhancements in ESG disclosures...

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

  • 2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

    SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

    https://www.nikkoam.co.nz/articles/2022/global-equity-outlook-2022

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