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

  • 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

  • Isolation day: the geopolitical impact of Trump’s tariffs on the world

    SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...

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

  • Balancing Act: Global Multi-Asset Quarterly (Q1 2025)

    SHARE THIS Speculation over the actions of the US administration had a major impact on asset markets throughout the January-March quarter, with volatility dominating towards the end. We trimmed our overweight score in growth assets during the quarter,...

    https://www.nikkoam.co.nz/articles/2025/multi-asset-quarterly-q1-2025

  • Exceptionalism, Goldilocks, TACO and FOMO

    SHARE THIS One hundred and fifty-three quarters have passed since the rather “political” Alan Greenspan was appointed the Chairman of the Federal Reserve. According to our Demand Pressure Index, which seeks to provide a better estimate of the output...

    https://www.nikkoam.co.nz/articles/2025/exceptionalism-goldilocks-taco-and-fomo-june-2025

  • QE, It Just Won’t Go Away...

    SHARE THIS The Federal Reserve has finally thrown its weight behind the long-proposed change in what is known as the Supplementary Liquidity Ratio for banks, ostensibly so that the banks will then be able to buy more government bonds.

    https://www.nikkoam.co.nz/articles/2025/qe-just-wont-go-away-june-2025

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