Insights

Investment Insights by our experts and thought leaders

Renminbi: A one-off devaluation or free float in 2016?

As we have seen over the past year in the equity market, the more Beijing wants to exert control, the more it slips away. Is pragmatism going to trump ideology in Beijing? In the current environment, the PBOC letting the RMB free float might not be so unbelievable after all.

BOJ Adopts Negative Interest Rates

This policy change by the BOJ is a positive in terms of maintaining and strengthening the inflation expectations that have begun to flower.

It's All About the Dollar

In our view, the USD will soften when the Fed comes to accept the reality of slow-to-no growth globally and becomes more dovish in its language and approach.

The BOJ's Bold Move is Not a Shot in a Currency War

Unfortunately for the soundness of the sleep among BOJ-watchers, Mr. Kuroda believes that surprising the market is the best way to achieve his intended result.

Is Saudi Arabia Finally Winning the Global Oil War?

Our London and US analysts review oil prices from the supply and demand angle and they note that global demand growth remains high while global supply is narrowing, indicating that oilfs price swoon could be over.

Tea and divining the price of oil -- Oil in the 20's: overshooting on the downside

Our Singapore Multi-Asset and Equity team analysts cover oil’s swoon using a bit of humor, but the clear-cut conclusion is of great importance.

The Japanese Equity Outlook After the Nasty New Year Start

Our Chief Global Strategist regards Japan positively in the global-macro context and predicts that Japanese equities will outperform global equities in the first half of 2016.

Japan Equity Outlook 2016

Our Chief Investment Officer in Japan details the many reasons for optimism on Japanese equities in 2016

What is the Outlook for the Yuan?

Our Singapore fixed income team expounds on the outlook for this clearly globally important factor.

In early 2016, hedge fund Nevsky Capital decided to call it quits after 15 years of successful asset management. One of the reasons for the closure is that since the global financial crisis (GFC), emerging markets (EMs) are breaking away from the transparent 'Washington Concensus' model and are now prone to much less predictible nationalistic policies.

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Email: EMEAenquiries@nikkoam.com
Tel: +44 (0) 20 7796 9866

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Global Equity:
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Global Equity: Identifying Future Quality