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

    SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.

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

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

    SHARE THIS We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-October 2022

    SHARE THIS Central bank tightening is beginning to have an impact, but less evidently in terms of easing inflationary pressures than in causing strains on the global financial system. Policymakers are beginning to blink—first with Japan intervening to...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-october-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2022

    SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-september-22

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

    SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...

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

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

    SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-September 2022

    SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.

    https://www.nikkoam.co.nz/articles/2022/multi-asset-september-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2022

    SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-august-22

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

    SHARE THIS The regional index of the MSCI AC Asia ex Japan in August was flat at 0.0% in US dollar terms, recovering after falling into negative territory earlier. The North Asian region was weighed down by foreign currency effects, trailing behind its...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-July 2022

    SHARE THIS We are taking a more constructive view in duration overall, as we believe that the markets have largely priced in hawkish Fed expectations. Among the low-yielding countries, we prefer Singapore and Hong Kong, while we like Malaysia and India...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-july-22

  • Balancing Act-Monthly insights: Multi-Asset Team-August 2022

    SHARE THIS The shift in market narratives continues to gather pace, matching the increase in volatility of the economic cycle seen since the beginning of the pandemic. Central banks are generally aiming to smooth the economic cycle, but this time they...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-august-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

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

    SHARE THIS We take a look at the short and long term prospects of Abenomics without Abe, and we also discuss the recent trend of an increasing number of Japanese companies passing on higher costs to consumers and whether this phenomenon can continue.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-July 2022

    SHARE THIS The East and West appear to be headed in different directions. The East may benefit from China’s easing and supportive growth characteristics. Meanwhile, the West is mired in slowing growth, excessive levels of inflation and central banks...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-july-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2022

    SHARE THIS Inflationary pressures accelerated in May across the region, due to higher transport and food prices. We maintain our preference for Malaysian bonds, as we believe that inflation will be better contained in Malaysia compared to other...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-june-22

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

    SHARE THIS We take a look at why the Bank of Japan is likely to stick to its easy monetary policy even as other central banks embark on policy tightening; we also highlight the signs of a full-fledged capex recovery taking place in Japan.

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

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

    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...

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

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2022

    SHARE THIS Defined as negative growth for two consecutive quarters, a recession is certainly in the realm of possibilities (if not probable). However, it may be more a reflection of continued extreme economic volatility following the COVID-19 pandemic,...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-team-june-2022

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2022

    SHARE THIS We prefer Malaysian bonds, as we are of the view that inflation will be relatively better contained in Malaysia. We are keeping a neutral view on duration for low-yielding regions and countries such as Hong Kong, Singapore and Thailand. On...

    https://www.nikkoam.co.nz/articles/2022/asian-fixed-income-monthly-may-22

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