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  • Japan transitioning from cyclical reflation to structural recovery for balanced growth

    SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...

    https://www.nikkoam.co.nz/articles/2024/japan-transitioning-from-cyclical-reflation

  • Why households are key to the next phase of Japan’s “virtuous circle” of reflation

    SHARE THIS Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.

    https://www.nikkoam.co.nz/articles/2024/why-households-are-key-to-the-next-phase-2024

  • Disequilibrium Economics

    SHARE THIS Major “events” in markets have been caused by wrong assumptions over mathematical relationships. The Long Term Capital Management Debacle (LTCMD) in 1998 was primarily the result of the incorrect assumption of perfect markets by a cluster of...

    https://www.nikkoam.co.nz/articles/2024/disequilibrium-economics

  • Biden – and the Markets’ - Big Gamble?

    SHARE THIS The US and most other authorities’ reaction to the Global Pandemic was to flood the financial system with cash, principally via the act of central banks buying government bonds. The sums involved were massive, in part because the authorities...

    https://www.nikkoam.co.nz/media-center/press-releases/2024/biden-–-and-the-markets’-big-gamble

  • 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...

    https://www.nikkoam.co.nz/articles/2024/how-to-wean-off-a-weak-yen-2024

  • Global Investment Committee review: still positive, with downside risk caveats

    SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...

    https://www.nikkoam.co.nz/articles/2024/gic-review-still-positive-2024

  • Balancing Act-Monthly Insights: Global Multi-Asset (September 2024)

    SHARE THIS For August we maintained our overweight growth position and a neutral position on defensives. Several factors continue to support our optimism towards growth assets, including the first rate cut from the Fed, earnings surprises remaining...

    https://www.nikkoam.co.nz/articles/2024/multi-asset-september-2024

  • Global Equity Quarterly (Q2 2024)

    SHARE THIS Perhaps there may be disappointment at the lack of money-spinning applications pertaining to AI which may cause investor sentiment to cool. Nevertheless, the improvements in earnings and cash flow appear sustainable so far and are certainly...

    https://www.nikkoam.co.nz/articles/2024/global-equity-quarterly-q2-2024

  • Trump 2.0 and Other Changes

    SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...

    https://www.nikkoam.co.nz/articles/2024/trump-2-0-and-other-changes

  • Can the momentum shift on plastic pollution?

    SHARE THIS The highly anticipated Global Plastics Treaty carries high hopes as it will be the first attempt at forming a global legally binding instrument to address plastic pollution across its entire lifecycle. Tackling plastic pollution will be a...

    https://www.nikkoam.co.nz/articles/2024/momentum-shift-plastic-pollution-2024

  • Asian equity outlook 2025

    SHARE THIS Many may expect the incoming Trump administration's transactional approach to be detrimental to the geopolitical and macroeconomic landscapes. However, we believe that Washington's mercantilist stance should not prevent Asian markets from...

    https://www.nikkoam.co.nz/articles/2024/asian-equity-outlook-2025

  • Harnessing Change-Monthly Insights: Asian Equity (November 2024)

    SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...

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

  • Trust in Societies Underpins the Value of Money

    SHARE THIS Very thoughtfully, my father presented me with a compendium of newspaper front pages covering all 60 of my birthdays. There were two sections, one for a “broadsheet” and one for a “tabloid”. In 1964, the front page of the broadsheet was...

    https://www.nikkoam.co.nz/articles/2024/trust-in-societies-underpins-the-value-of-money

  • BOJ hikes amid trade uncertainty: focus on AI’s indirect role in risk reduction

    SHARE THIS The BOJ increased overnight rates by 25 basis points, raising the Mutan call rate to its highest since 2008. The decision reflects the BOJ's belief that the economy is performing in line with its view, with positive real wage growth and an...

    https://www.nikkoam.co.nz/articles/2025/boj-hikes-amid-trade-uncertainty-2025

  • Global Investment Committee’s outlook: regime shift to a more volatile world

    SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...

    https://www.nikkoam.co.nz/articles/2025/gic-outlook-march-2025

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

    SHARE THIS We downgraded our defensive position marginally, while we maintained an overweight to growth assets.

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

  • ASEAN’s investment potential in a Trump 2.0 world

    SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.

    https://www.nikkoam.co.nz/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025

  • US tariffs: the high-stakes games begin

    SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...

    https://www.nikkoam.co.nz/articles/2025/us-tariffs-highstakes-games-begin-april-2025

  • Global Equity Quarterly (Q1 2025)

    SHARE THIS We firmly believe that markets remain inefficient, and the last few months are testament to that. Hence we face today's uncertainty level headed, attentive to where risks lie while also inquisitive about the potential opportunities.

    https://www.nikkoam.co.nz/articles/2025/global-equity-quarterly-q1-2025

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