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

    SHARE THIS With inflationary issues subsiding across most of Asia, many regional central banks are now holding interest rates steady, if not cutting rates in the case of China. The US, meanwhile, is still warning of further rate hikes despite some...

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

  • Harnessing Change - Monthly Insights: Asian Equity-July 2023

    SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...

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

  • Asia: A Shortage of Dollars

    SHARE THIS The media is abuzz with stories about the demise of the US Dollar as a reserve currency and the rise of alternatives, such as the proposed new “BRICs” currency. From our perspective, we cannot think of a worse monetary idea than a pan-BRIC...

    https://www.nikkoam.co.nz/articles/2023/asia-a-shortage-of-dollars

  • Climate change solutions in Japan

    SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...

    https://www.nikkoam.co.nz/articles/2023/2309-climate-change-solutions-in-japan

  • 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

  • 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

  • Japan primed for resurgence after a turnaround year

    SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...

    https://www.nikkoam.co.nz/articles/2023/japan-primed-resurgence-after-turnaround-year

  • These Are Era-Defining Times

    SHARE THIS It has been a wild few weeks within debt markets – sharp sell-offs, even sharper rallies, and then a renewed sell off. Movements in equity markets have looked tame by comparison. Bond markets are certainly having to process a lot of...

    https://www.nikkoam.co.nz/articles/2023/these-are-era-defining-times

  • 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

  • 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

  • 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

  • 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

  • New Zealand markets outlook 2024: the only certainty is more uncertainty

    SHARE THIS Given the volume of quality defensive companies with relatively high dividend yields, higher for longer interest rates are a significant headwind for New Zealand’s equity markets. Alongside these, the country’s globally-focused export...

    https://www.nikkoam.co.nz/articles/2023/new-zealand-markets-outlook-2024

  • Narratives and Liquidity: A Personal Journey

    SHARE THIS In my experience, there is nothing so powerful for asset markets as an “unquantifiable positive story and a tonne of liquidity”. Russell Napier’s Library of Mistakes in Edinburgh looks brilliantly at some of the madness that has taken hold...

    https://www.nikkoam.co.nz/articles/narratives-and-liquidity-a-personal-journey

  • Harnessing Change - Monthly Insights: Asian Equity-December 2023

    SHARE THIS The peaking of interest rates and potentially the US dollar could be a boon for broader markets—particularly those more sensitive to liquidity, countries with more room to ease rates and areas where positive fundamental changes have been...

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

  • Japan’s reform measures pave the way for an exceptional 2024

    SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...

    https://www.nikkoam.co.nz/articles/2024/2402-japan-reform-measures

  • Harnessing Change - Monthly Insights: Asian Equity-January 2024

    SHARE THIS The Indian market remains attractive. It has the highest earnings growth in the Asian region, valuations that are in the middle of its historic range and an economy that is growing strongly with inflation under control.

    https://www.nikkoam.co.nz/articles/2024/asian-equity-monthly-jan-2024

  • Harnessing Change - Monthly Insights: Asian Equity-February 2024

    SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-february-2024

  • Why households are key to the next phase of Japan’s “virtuous circle” of reflation

    SHARE THIS Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.

    https://www.nikkoam.co.nz/articles/2024/why-households-are-key-to-the-next-phase-2024

  • Press Release - 20240405_01

    SHARE THIS Nikko AM Wins Three Categories in the AsianInvestor Asset Management Awards 2024 Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in three categories of AsianInvestor’s Asset Management Awards 2024. The collection of an...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/press-releases-20240405_01

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