SHARE THIS As an undergraduate economist, the subject of foreign exchange reserves and reserve currencies garnered scant attention because we were in a world of floating currencies in which FX intervention, when it did occur, was only ever modest and...
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...
SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...
SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...
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.
SHARE THIS Fears of a recession and the US CPI hitting a four-decade high of 8.6% year-on-year in May rippled through various economies. Asian markets took heed from the multiple headwinds in the US, with inflation being a common theme across the...
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)...
SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Find out more about the Nikko AM SRI Equity Fund Philosophy The Fund excludes any company that derives more than 10% of its revenue from alcohol, pornography, gambling, tobacco...
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...
SHARE THIS New Zealand’s bond market performed well overall in July, although the long term sector outperformed its short term peers significantly.
SHARE THIS We suspect that many investors have become accustomed to a seemingly synchronized world with relatively little currency volatility – in a sense over recent years we seem almost to have been back in the 1960s, a period during which moves in...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale ARK Disruptive Innovation Fund The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Balanced Fund Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Conservative Fund Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Growth Fund Philosophy Nikko AM NZ undertakes an automated rebalancing approach designed to keep the Fund close...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Concentrated Equity Fund Philosophy The Concentrated Fund aims to hold around 15 stocks, with the ability to...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Core Equity Fund Philosophy A high conviction, fundamental investment process that aims to deliver attractive...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Global Bond Fund Nikko AM NZ utilise Goldman Sachs Asset Management Australia Pty Ltd (GSAM) for the management...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale NZ Bond Fund Philosophy Nikko AM NZ applies a low-risk approach in the New Zealand fixed income sector,...