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  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2021

    SHARE THIS On the back of uncertainties surrounding Omicron and major central banks turning hawkish, we deem it prudent to hold a slightly cautious stance on duration, as well as a slightly defensive stance on Asian currencies.

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

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2021

    SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-december-2021

  • 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

  • On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021

    SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.

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

  • Balancing Act-Monthly insights: Multi-Asset Team-December 2021

    SHARE THIS The global outlook still looks positive, but less is known about the potential impact of the latest variant of the COVID-19 virus, Omicron—particularly in light of the fast government response to add restrictions on travel and, in some...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-december-2021

  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2021

    SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-november-2021

  • Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

    SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

    https://www.nikkoam.co.nz/articles/2021/japan-equity-monthly-december-2021

  • Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021

    SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...

    https://www.nikkoam.co.nz/articles/2021/asian-equity-monthly-october-2021

  • On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021

    SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...

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

  • Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021

    SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...

    https://www.nikkoam.co.nz/articles/2021/multi-asset-november-2021

  • Japan Value Insights: Medical technology key to value and addressing inefficiencies

    SHARE THIS Japan’s rapidly advancing medical technology is viewed as a way to address the healthcare sector’s inefficiencies while at the same time offering potential value opportunities.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2111

  • Japan Value Insights

    SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.

    https://www.nikkoam.co.nz/articles/2021/japan-value-2109

  • Balancing Act Monthly Insights: Global Multi-Asset (July 2025)

    SHARE THIS Growth assets remain appealing, as we believe that global economic growth will stay resilient despite the ongoing uncertainties. In defensive assets, high yield stands out as it offers higher levels of return than traditional bonds while...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-july-2025

  • Harnessing Change-Monthly Insights: Asian Equity (June 2025)

    SHARE THIS According to Wall Street lore, investors should “sell in May and go away”, but June's rally once again reduces the credence of this strategy. Still, the outlook remains uncertain despite improvements in terms of trade policy tensions and...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-june-2025

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (June 2025)

    SHARE THIS While credit fundamentals and decent demand-supply technicals are supportive, we are wary of trade and geopolitical re-escalation risks. We are therefore inclined to take a more cautious and defensive approach over the near term.

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-june-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (July 2025)

    SHARE THIS This month we assess how Japan losing its place as the world's largest creditor in fact underscores the country's transformation over the years; we also discuss the recent crude oil market disruptions from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-july-2025

  • Balancing Act Monthly Insights: Global Multi-Asset (June 2025)

    SHARE THIS US exceptionalism has faded from view recently, supporting an exodus from US assets. However, our stance remains that the US is core to our investment thesis, allowing us to remain part of the secular growth trend in technology innovation...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-monthly-june-2025

  • On the ground in Asia-Monthly Insights: Asian Fixed Income (May 2025)

    SHARE THIS We continue to believe that Asia's local government bonds are positioned to perform decently, supported by accommodative central banks amid an environment of benign inflation and moderating growth.

    https://www.nikkoam.co.nz/articles/2025/asian-fixed-income-may-2025

  • Harnessing Change-Monthly Insights: Asian Equity (May 2025)

    SHARE THIS Markets, while volatile, have continued to recover, and we are now seeing an easing of trade tensions. However, in these uncertain times, one thing remains clear—uncertainty itself. The situation remains fluid, and against such a background...

    https://www.nikkoam.co.nz/articles/2025/asian-equity-may-2025

  • Navigating Japan Equities: Monthly Insights From Tokyo (June 2025)

    SHARE THIS We discuss how growing calls to reduce Japan's consumption tax rate provide a chance to focus on how consumption can be stimulated, potentially triggering a secular change in spending behaviour; we also assess the recent surge in super-long...

    https://www.nikkoam.co.nz/articles/2025/japan-equity-monthly-june-2025

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