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Global Investment Committee’s outlook

SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...

Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)

SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...

Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds

SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...

Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

Navigating Japan Equities: Monthly Insights from Tokyo (July 2022)

SHARE THIS We take a look at why the Bank of Japan is likely to stick to its easy monetary policy even as other central banks embark on policy tightening; we also highlight the signs of a full-fledged capex recovery taking place in Japan.

Australian equity monthly - January 2021

SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...

Global market and economic outlook 2025

SHARE THIS In 2025, US economic growth is expected to continue due to fiscal stimulus, despite above-target inflation. Meanwhile, the strong dollar could face disruptions, the Bank of Japan may keep raising interest rates and China is seen balancing...

Navigating China markets amidst property sector headwinds

SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.

Global Investment Committee Outlook: A new regime ahead

SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...

Nikko CS Global High Yield Equity Fund Monthly Dividend Payment Type and Nikko Triple Fund (Property Bond Equity) Monthly Dividend Payment Type Win Lipper Award for Best Fund- 2014 Japan Lipper Fund Awards -

SHARE THIS Nikko CS Global High Yield Equity Fund Monthly Dividend Payment Type and Nikko Triple Fund (Property Bond Equity) Monthly Dividend Payment Type Win Lipper Award for Best Fund- 2014 Japan Lipper Fund Awards -

Navigating Japan Equities: Monthly Insights From Tokyo (April 2025)

SHARE THIS The US tariff-induced turmoil could slow the pace of the Bank of Japan’s rate hikes, but the cycle of wages and prices, which has made the central bank confident about monetary tightening, is expected to remain intact over the longer term.

How to wean off a weak yen without fading Japan’s recovery

SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...

Navigating Japan Equities: Monthly Insights from Tokyo (March 2024)

SHARE THIS This month we focus on the prospect of Japanese stocks sustaining their upward trajectory after reaching record highs; we also assess how the country’s Q4 GDP contraction sharpens the focus on consumption and wages in 2024.

Navigating Japan Equities: Monthly Insights from Tokyo (February 2024)

SHARE THIS This month we discuss how emerging growth narratives such as semiconductors may come into focus in 2024; we also assess the slightly hawkish turn the BOJ took at its January policy meeting.

Navigating Japan Equities: Monthly Insights from Tokyo (November 2023)

SHARE THIS We analyse the Bank of Japan’s decision to further tweak its yield curve control scheme amid the latest developments hinting at sustained wage growth; we also assess why an acute labour shortage could be a golden opportunity for Japan Inc....

Shift to secular growth could be a “real deal” moment for Japan equities

SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...