Insights
When there are structural changes, simple data averaging often leads to wrong conclusions.
Japan Equity Outlook: “Investing in Japan vs. investing in Japanese companies”
Investing in Japan is not the same as investing in Japanese companies. Given the increase in their overseas exposure, we believe it is a good time to revisit opportunities in Japanese companies.
Forbes: New Info Shows Coordinated Monetary Policy Tightening Ahead
“There was an upward surprise in the US CPI data today, with the CPI exceeding the month-on-month (MoM) consensus estimate”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Forbes: Bi-Partisan Support For An Independent Central Bank Chair Now Seems Very Plausible
“Although Mester and Yellen do not align closely with Trump’s values, they are at least professional central bankers and can likely be relied upon to drive a non-political, non-confrontational but most importantly a safe course for monetary policy and bank regulation.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Japan’s “Show Me the Money” Corporate Governance
The release of the second quarter data on aggregate Japanese corporate profits confirms my twelve-year theme about improving corporate governance in Japan and how investors should not worry about the slow domestic economy.
Germany's Election Should Be Supportive
Our London-based Global Credit Portfolio Manager lays out the scenarios of the upcoming German election and its ramifications for select German credits.
Reforming India
Our equity portfolio manager who specializes in India concludes that reforms should have a very positive effect on that country’s growth.
Forbes: Why Global Equity Markets Are Ignoring Political Disorder
“Global investors and corporations should adhere to the model that political spats are no reason to get overly frightened or paralyzed.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
China: the great disruptor of our time
As China’s economic development enters a more sophisticated and mature phase, it is beginning to challenge many of the status quos that have been taken for granted since the middle of the 20th century.
Australian housing – Still waiting for the decline
We identify the fundamentals that have supported Australian housing and the signals that investors should look for to determine if this period of positive appreciation is coming to an end.
