Search Nikko AM

 
Assuming insights is optional, and japan is optional, the following results were found.

  • 2021 Asian Equity Outlook

    SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...

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

  • Multi-asset monthly - January 2021

    SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.

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

  • Press Release - Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards

    SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards Nikko Asset Management (Nikko AM) is proud to win three categories at the Asia Asset Management 2021 Best of the Best Country Awards. In Japan, Nikko AM...

    https://www.nikkoam.co.nz/media-center/press-releases/2021/press-releases-210127-01

  • Multi-asset Monthly - May 2021

    SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.

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

  • Are rising yields a concern for Asian REITs?

    SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.

    https://www.nikkoam.co.nz/articles/2021/are-rising-yields-a-concern-for-asian-reits

  • Multi-asset Monthly - June 2021

    SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...

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

  • Shocks we have known and return of the macro

    SHARE THIS The author is old enough to remember the rolling power cuts and “three day weeks” during 1973 and 1974 in the UK that were introduced by the government of the day in order to conserve the UK’s energy supplies in the wake of the first oil...

    https://www.nikkoam.co.nz/articles/2021/shock-we-have-know-and-return-macro

  • New Zealand Equity Monthly - May 2021

    SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-may-21

  • Multi-asset Monthly - July 2021

    SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...

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

  • New Zealand Equity Monthly - June 2021

    SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...

    https://www.nikkoam.co.nz/articles/2021/nz-equity-monthly-june-21

  • Multi-asset Monthly - August 2021

    SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.

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

  • Supply – Not Demand – Is the Problem

    SHARE THIS It goes without saying that the Covid-19 Pandemic has caused – and is still causing – disruptions to people’s ability to spend and companies’ ability to produce goods and to supply services. Moreover, the Pandemic looks set to disrupt the...

    https://www.nikkoam.co.nz/articles/supply-–-not-demand-–-is-the-problem

  • Bygones are Bygones – Don’t Look Back in Anger

    SHARE THIS Although it is often overlooked (perhaps because it is yet another rather inconvenient truth), the simple fact is that the COVID-19 Pandemic and the various Supply Chain Disruptions that have followed it has made most of us poorer.

    https://www.nikkoam.co.nz/articles/2021/bygones-are-bygones-–-don’t-look-back-in-anger

  • Press Release - 20220126

    SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2022 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) won in four categories at the Asia Asset Management 2022 Best of the Best Country Awards. In Japan, Nikko AM...

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-releases-220126

  • Russia - Ukraine

    SHARE THIS The Western World today faces a public sector burden that bears a troubling resemblance to the immediate Post-war period in the late 1940s and 1950s; a private sector debt burden that bears comparison to the late 1990s / early 2000s; and an...

    https://www.nikkoam.co.nz/articles/2022/russia-ukraine

  • Riding ASEAN’s growth renaissance: Three high conviction themes

    SHARE THIS Amid today’s incessant chatter of rising inflation and global recession fears, we identify three high conviction themes driving a growth renaissance in ASEAN: electric vehicles (EVs), digitalisation and a revival by the old industrial...

    https://www.nikkoam.co.nz/articles/2022/riding-asean-growth-renaissance-june-2022

  • Press Release - 20220714_01

    SHARE THIS Nikko Asset Management Joins LGBT Great as its First Japanese Asset Manager Nikko Asset Management Co., Ltd. (Nikko AM) has announced that it has become the first asset manager headquartered in Japan to join as a member of “LGBT Great”....

    https://www.nikkoam.co.nz/media-center/press-releases/2022/press-releases-220714_01

  • Asia bonds: Calmer seas ahead

    SHARE THIS We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This...

    https://www.nikkoam.co.nz/articles/2022/asia-bonds-calmer-seas-ahead

  • China - and New Zealand

    SHARE THIS Almost forty years ago, China’s then paramount leader, Deng Xiaoping, decided that his country needed a “Great Leap Forward” in order to catch up with its economic rivals and secure its then fading place within the global system.

    https://www.nikkoam.co.nz/articles/2022/china-and-new-zealand

  • The future looks bright for Asia’s equity markets

    SHARE THIS Asia continues to offer opportunities in terms of attractive companies; on a relative basis, Asian markets look set to outperform as the region becomes an even more important part of the global economy.

    https://www.nikkoam.co.nz/articles/2022/the-future-looks-bright-for-asias-equity-markets

Quick Links