Asia-Pacific
Emerging Divergence as Unwinding of QE Gathers Pace
What is the prognosis for Emerging Markets as major global central banks begin to tighten policy?
The rapid development of the Asia Credit markets provides new opportunities to improve the risk and return profile for investors.
Improving Japanese Shareholder Returns Ahead
Our top Japanese Equity staff, including our CIO, report on how Corporate Governance remains on a strong upward trend, which should boost alpha for active managers and beta for the overall market via improvements in ROE and shareholder distributions.
The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.
Forbes: Japan's “Show Me The Money” Corporate Governance
“Last night’s release of the first quarter data on aggregate Japanese corporate profits confirms my twelve-year theme about improving corporate governance there and how investors should not worry about the slow domestic economy.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
How would a Korean crisis impact Japan?
While highly unlikely, we examine the potential impact on Japan of a major crisis on the Korean Peninsula.
Forbes: What Was Japan's Bubble Like In 1989?
“Japan's example should always provide a guide to investors to be wary of arguments that surges in risk assets to high valuations based upon huge monetary and fiscal policy stimuli, coupled with excessive confidence, even if long-lasting, are acceptable.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Japan in Motion: What does the future hold?
We believe that Abenomics is working, however we feel that its success cannot be determined by viewing government policy frameworks in isolation.
Forbes: Why The Yen Should Not Strengthen In A Crisis
“Any major crisis in the Northeast Asian region, especially one involving a crisis within Japan’s borders, is likely to be handled very aggressively by the Bank of Japan (BOJ), with it bending the rule-book as much as the Fed did during the Global Financial Crisis or as the ECB has done in the past five years.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Japan’s Inflation and Monetary Policy Outlook
Our Tokyo Fixed Income team explains its view on the Japanese labor market and its effect on consumer inflation and Bank of Japan policy.
