Asia-Pacific

Investment Insights by our experts and thought leaders

Move over OPEC, there is a new commodity cartel in town... China

China has had a significant impact on the supply side in two key global commodities during 2016. Going forward, look out for further actions from China on the supply side of commodities.

Japan’s “Show Me the Money” Corporate Governance: 4Q update

Given the release of the fourth quarter data, we update our decade-long theme about improving corporate governance in Japan.

The Real Trade War

There has been much concern lately about the new US administration’s trade policy. Taking a step back and looking at global trade numbers, we can draw a number of conclusions that might explain America’s new thinking on trade.

Asia Credit - A New Major Global Asset Class

Asia’s Credit market has come a long way since the Asian Financial Crisis of 1998, having evolved into a large, deep and liquid market.

Why ESG for Emerging Asia

Given the challenges, why bother?

Asian Credit Outlook 2017

In-depth report: Economic growth in Asia is expected to remain broadly stable in 2017. While there will be greater external uncertainties as well as country-specific challenges, Asian economies are, on balance, better equipped to deal with external pressures compared to a few years back.

Asia Credit - A Separate Allocation

Why Asia Credit should stand alone from Global Emerging Market Debt.

Global trade the key for Japan

As we start 2017, we expect the continued recovery in Japan’s economy will be driven by three factors outlined in this article.

Trump as Teddy Roosevelt

Trump certainly is non-conventional, in many ways similar to Teddy Roosevelt. Hopefully, Japan can adapt to this new reality, and instead of blocking Trump's initiatives, be able to have acceptable compromise “deals” ready.

House View: Bullish on Global Equities and the USD in 2017

Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks

How to Invest

For more information on Nikko Asset Management's UCITS or tailored investment mandates managed specifically for each client, please contact:

Email: EMEAenquiries@nikkoam.com
Tel: +44-20-7796-9866

Featured Topics

Global Equity:
Identifying Future Quality

Global Equity: Identifying Future Quality

China Special

Changing Shape of China's Economy