We are currently in the midst of a regime change to a world of slower growth, periodic bouts of inflation and technological transformation. While much of what the future holds is unknowable, such as the impact of artificial intelligence, there are other clear long-term trends that can help guide investors: the path to clean energy, growing healthcare requirements and the re-emergence of the travel industry.
Structural reforms, investments in energy transition, rising consumption and vast improvement in India’s infrastructure, productivity and manufacturing sector are expected to bolster the country’s next phase of economic growth and development.
The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG emissions and decarbonising.energy
To mark five years since the launch of the Nikko AM ARK Disruptive Innovation Fund, Nikko AM and ARK Invest take a look at the five primary innovation platforms, their achievements over the last five years, and our expectations for them during the next five to ten years.
This month we take a closer look at Japan’s 2Q GDP surge and analyse the factors that could offset a potential slowdown in exports; we also assess why the markets are less perturbed by a weak yen compared to a year ago and discuss the prospects of the currency strengthening in the months ahead.
A changing geopolitical landscape in Asia coupled with a desire to partially diversify away from China-based supply chains is creating opportunities in India and Indonesia.
The just-released 2Q CY23 data on aggregate corporate profits in Japan was somewhat mixed, but the overall corporate recurring pre-tax profit margin rebounded near its record high on a four-quarter average.