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  • Harnessing Change-Monthly Insights: Asian Equity (August 2024)

    SHARE THIS We believe that the biggest fundamental change for Asian markets in the medium term is a shift in the interest rates regime, notably that of the US.

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (August 2024)

    SHARE THIS In a positive bond market environment driven by global monetary easing expectations, we favour government bonds from India, Indonesia and the Philippines, where higher yields remain attractive to investors.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-august-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (September 2024)

    SHARE THIS This month we assess why the market is unfazed by Japan’s upcoming leadership change; we also explain how a bid for a prominent Japanese convenience store operator has highlighted how affordable domestic firms now look in the eyes of their...

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

  • Balancing Act-Monthly Insights: Global Multi-Asset (August 2024)

    SHARE THIS For August we reduced our overweight on growth assets amid volatility in the markets and maintained a neutral position on defensives. We expect volatility to be quelled, given that the markets have factored in the Fed cutting interest rates...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-august-2024

  • Harnessing Change-Monthly Insights: Asian Equity (July 2024)

    SHARE THIS India remains the long-term growth story in Asia and continues to attract fresh investment flows. China, on the other hand, has become the value play waiting for positive catalysts to turnaround sentiment.

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income (July 2024)

    SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-july-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (August 2024)

    SHARE THIS The Nikkei experienced its worst single-day fall early in August after reaching a record high just the previous month. Despite the recent slide, domestic factors supporting Japanese equities remain relatively unchanged, in our view. We...

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

  • Balancing Act-Monthly Insights: Global Multi-Asset (July 2024)

    SHARE THIS We retained both our overweight to growth assets and our neutral position on defensives. The outlook for growth remains positive as global central banks have started monetary easing, with Europe and Canada leading the way by cutting their...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-july-2024

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

    SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2024

    SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-june-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (July 2024)

    SHARE THIS This month we focus on the surge in long-term JGB yields and whether it poses a threat to equities; we also discuss the potential upside for Japan’s small- and mid-cap stocks.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-June 2024

    SHARE THIS Markets have continued their strong growth through 2024, as odds continue to grow that central banks are able to walk the tight rope and avoid any real slowdown of global growth. US inflation has remained above expectations. However, some...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-june-2024

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

    SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.

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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2024

    SHARE THIS We have shifted to a mildly positive stance on overall duration, preferring high-yield markets such as India, Indonesia and the Philippines. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-may-2024

  • Navigating Japan Equities: Monthly Insights From Tokyo (June 2024)

    SHARE THIS This month we look beyond Japan’s impressive dividends and share buybacks from the perspective of corporate governance reform; we also explain how the “quantity effect” associated with exports may reduce the relevance of currency levels.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-May 2024

    SHARE THIS As the market comes to grips with the US rate structure potentially remaining high, we expect to see increased market volatility and a potential return of the positive correlation between bond and equities that was evident in the market...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-may-2024

  • On the ground in Asia Monthly Insights: Asian Fixed Income (April 2024)

    SHARE THIS In terms of duration exposure, we maintain a positive outlook for medium-term duration, finding the current yield levels attractive. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to access...

    https://www.nikkoam.co.nz/articles/2024/asian-fixed-income-april-2024

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

    SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...

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

  • Navigating Japan Equities: Monthly Insights From Tokyo (May 2024)

    SHARE THIS This month we analyse why the influence of capex and wages on spending behaviour are key to gauging whether an inflationary mindset is taking hold among households; amid an adjustment by Japanese stocks from record highs, we also look for...

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

  • Japan’s equity market a hotspot for active investment

    SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.

    https://www.nikkoam.co.nz/articles/2024/japans-equity-market-a-hotspot-for-active-investment-2024

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