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  • Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)

    SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-july-2023

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

    SHARE THIS As the developed world continues to struggle with inflation and a lack of growth, Asia stands out as the bright spot, with inflation well in check and monetary cycles peaking ahead of the West. Growth in Asia is also expected to outperform...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-may-2023

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

    SHARE THIS China’s re-opening and supportive policy tone may continue to provide a critical counterweight to global macro weakness. Macro and corporate credit fundamentals across Asia ex-China are also expected to stay robust.

    https://www.nikkoam.co.nz/articles/2023/asian-fixed-income-monthly-april-23

  • Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)

    SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...

    https://www.nikkoam.co.nz/articles/2023/japan-equity-monthly-april-2023

  • Balancing Act-Monthly insights: Multi-Asset Team-March 2023

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

    https://www.nikkoam.co.nz/articles/2023/multi-asset-march-2023

  • Asian financials: beyond the drama

    SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...

    https://www.nikkoam.co.nz/articles/2023/asian-financials-beyond-the-drama

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2022

    SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-monhtly-december-2022

  • Navigating Japan Equities: Monthly Insights from Tokyo (September 2022)

    SHARE THIS This month we discuss the factors behind Japan’s high level of share buybacks; we also look at the economic implications of COVID in the wake of a particularly large infection wave.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-July 2022

    SHARE THIS Higher commodity prices impacted returns in Asia, while a slip in prices of crude oil and metals benefitted many Asian nations. We expect the future trajectory of inflation to dictate the path of interest rates, which in turn is seen...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monhtly-july-2022

  • Asia bonds: Calmer seas ahead

    SHARE THIS We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This...

    https://www.nikkoam.co.nz/articles/2022/asia-bonds-calmer-seas-ahead

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2022

    SHARE THIS Asian markets were downcast in April as investors were concerned about inflation and the likelihood of a larger-than-expected rate hike by the US Federal Reserve. For the month, the MSCI AC Asia ex Japan Index fell by 5.2% in US dollar (USD)...

    https://www.nikkoam.co.nz/articles/2022/asian-equity-monthly-april-2022

  • What Next for Bonds?

    SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...

    https://www.nikkoam.co.nz/articles/2022/what-next-for-bonds

  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)

    SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.

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

  • Press Release - 20220126

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2022 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) won in four categories at the Asia Asset Management 2022 Best of the Best Country Awards. In Japan, Nikko AM...

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-releases-220126

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)

    SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.

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

  • New Zealand Fixed Income Monthly - October 2021

    SHARE THIS October was a tough month for the New Zealand bond market with yields rising in anticipation of further increases in cash rates and in response to global markets bracing for the possibility of central banks reducing stimulus by tapering bond...

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

  • 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

  • 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

  • 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

  • Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021

    SHARE THIS Privacy Policy for GoalsGetter by Nikko Asset Management New Zealand Limited (Nikko AM NZ) May 2021 We need to collect some of your personal information to provide you with the best possible service. The purpose of this policy is to give you...

    https://www.nikkoam.co.nz/privacy-statement

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