Search Nikko AM

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

  • 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

  • Resilience and attractiveness of Asian local bonds

    SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...

    https://www.nikkoam.co.nz/articles/2023/resilience-and-attractiveness-of-asian-local-bonds

  • The Credit Crunch; a Product of 2020 that Began Weeks Ago

    SHARE THIS Although recent headline-grabbing events within the banking system have moved the topic of a potential credit crunch centre-stage in the markets’ consciousness, the fact is that a credit crunch within the Global Financial System began a year...

    https://www.nikkoam.co.nz/articles/2023/the-credit-crunch

  • Asia’s healthcare opportunities

    SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.

    https://www.nikkoam.co.nz/articles/2023/asias-healthcare-opportunities

  • Do Interest Rates Matter that Much? Yes, and No…

    SHARE THIS One cannot turn on a financial news programme at present without hearing some talking-head or other discussing the outlook for interest rates, almost as though they are the only thing that matters to markets or the economy. We suspect that...

    https://www.nikkoam.co.nz/articles/2023/do-interest-rates-matter-that-much-yes,-and-no…

  • Repressed Inflation May Bubble to the Surface Next Year

    SHARE THIS Whether for year-end management reasons, or as a result of political considerations, it is a fact that the US Federal Reserve has allowed effective monetary conditions to ease over the last month. The public sector has injected more than...

    https://www.nikkoam.co.nz/articles/2023/repressed-inflation-may-bubble-to-the-surface-next-year

  • Asian equity outlook 2024

    SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...

    https://www.nikkoam.co.nz/articles/2023/asian-equity-outlook-2024

  • Time to revisit Chinese bonds from a global portfolio perspective

    SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...

    https://www.nikkoam.co.nz/articles/2024/time-to-revisit-chinese-bonds-2024

  • Trust. Will the Old World Survive the New Regimes?

    SHARE THIS The focus in the media and amongst most analysts has centred around tariffs and a possible fiscal tightening in the USA – although we would argue that on a cash basis the latter is already happening quite aggressively. In some cases, it...

    https://www.nikkoam.co.nz/articles/2025/trust-will-the-old-world-survive-the-new-regimes

  • Press Release - 250321_01

    SHARE THIS Nikko AM Wins Asset Class Award in the AsianInvestor Asset Management Awards 2025 Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 20 March for an Asset Class Award in the Japan Equity category of AsianInvestor’s Asset Management...

    https://www.nikkoam.co.nz/media-center/press-releases/2025/press-release-250321_01

  • In response to Liberation Day tariffs

    SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.

    https://www.nikkoam.co.nz/articles/2025/liberation-day-tariffs-april-2025

Quick Links