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Assuming funds is optional, and wholesale is optional, and optionfund is optional, the following results were found.

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

    SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.

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

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

    SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...

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

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

    SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...

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

  • Future Quality Insights -May 2023-A bridge over troubled waters

    SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2305

  • Just Passing Through?

    SHARE THIS There was quite simply nothing not to like about the latest US consumer price index data; not only was the headline a good number but so too were most of the internals.

    https://www.nikkoam.co.nz/articles/2023/just-passing-through

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

    SHARE THIS Although the Bank of Japan tweaked its policy in July, we discuss why the move may have been a compromise given expectations the central bank will wait for more concrete signs of inflation before taking a more significant step; we also...

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

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

    SHARE THIS This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the...

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

  • India’s transformational trends

    SHARE THIS Structural reforms, investments in energy transition, rising consumption and vast improvement in India’s infrastructure, productivity and manufacturing sector are expected to bolster the country’s next phase of economic growth and...

    https://www.nikkoam.co.nz/articles/2023/2309-indias-transformational-trends

  • Oil Prices, Inflation, and Growth

    SHARE THIS Over the recent years, there has been a tendency amongst politicians and the media to target the CPI rather than inflation itself, or at least the inflation process. Too often have we heard from policymakers that inflation can be brought...

    https://www.nikkoam.co.nz/articles/2023/oil-prices,-inflation,-and-growth

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

    SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...

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

  • Future Quality Insights -November 2023-New regime, new learning

    SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2311

  • 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

  • Asian equity outlook 2024

    SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-outlook-2024

  • Navigating Japan Equities: Monthly Insights from Tokyo (January 2024)

    SHARE THIS This month we discuss why the equity market is relatively unaffected by the political scandal shaking Japan’s ruling party; we also assess how 2024 could become an inflection point in the country’s “savings to investments” drive.

    https://www.nikkoam.co.nz/articles/2024/japan-equity-monthly-january-2024

  • 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

  • The Future Quality approach to navigating the AI arms race

    SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.

    https://www.nikkoam.co.nz/articles/2024/the-future-quality-approach

  • Can the Rest of the World Live with the USA?

    SHARE THIS Currently, the US economy is stuttering. Headline growth during the latter half of 2023 was extremely rapid – GDP growth averaged more than twice the economy’s 20-year average - but this strong activity was led by the public sector, either...

    https://www.nikkoam.co.nz/articles/2024/can-the-rest-of-the-world-live-with-the-usa

  • Nikkei reaches all-time high: five reasons the rally will endure

    SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...

    https://www.nikkoam.co.nz/articles/2024/nikkei-reaches-all-time-high-2024

  • Assessing the impact of green bonds

    SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.

    https://www.nikkoam.co.nz/articles/2024/assessing-the-impact-of-green-bonds-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

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