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New Zealand Equity Monthly – February 2023
SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-february-23 -
Asian financials: beyond the drama
SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...
https://emea.nikkoam.com/articles/2023/asian-financials-beyond-the-drama -
Global banking turmoil from an Asian perspective
SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...
https://emea.nikkoam.com/articles/2023/global-banking-turmoil-from-an-asian-perspective -
Global Investment Committee’s Outlook
SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2304 -
Balancing Act-Monthly insights: Multi-Asset Team-March 2023
SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...
https://emea.nikkoam.com/articles/2023/multi-asset-march-2023 -
Resilience and attractiveness of Asian local bonds
SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...
https://emea.nikkoam.com/articles/2023/resilience-and-attractiveness-of-asian-local-bonds -
Consumption in Asia from a new perspective
SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...
https://emea.nikkoam.com/articles/2023/consumption-in-asia-from-a-new-perspective -
Navigating Japan Equities: Monthly Insights from Tokyo (April 2023)
SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-april-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2023
SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-march-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2023
SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-march-23 -
Stewardship Code 2024 (featured)
SHARE THIS Nikko AM Global Stewardship Report Read our latest response – April 2024
https://emea.nikkoam.com/articles/stewardship-code-2024 -
Stewardship Code 2024 (featured)
SHARE THIS Nikko AM Global Stewardship Report Read our latest response
https://emea.nikkoam.com/articles/stewardship-code-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-April 2023
SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...
https://emea.nikkoam.com/articles/2023/multi-asset-april-2023 -
Getting ESG right in Asia
SHARE THIS Environmental, social and governance (ESG) matters are increasingly an important part of corporate culture across the Asia-Pacific region, with both investors and companies recognising the long-term value and significance of sustainable...
https://emea.nikkoam.com/articles/2023/getting-esg-right-in-asia -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023
SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-april-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (May 2023)
SHARE THIS This month we discuss how Warren Buffett’s focus on Japan has put the country’s market back on investor radars and how it could be a chance for companies to disseminate meaningful information; we also analyse the TSE’s surprise “name and...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-may-2023 -
New Zealand Equity Monthly – April 2023
SHARE THIS New Zealand’s equity market was surprisingly strong in the first four months of 2023 given the current challenges faced by the economy. The actual picture is more mixed, however, partly as a result of the concentrated nature of the New...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-april-23 -
A fundamental change for AI?
SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...
https://emea.nikkoam.com/articles/2023/a-fundamental-change-for-ai -
Balancing Act-Monthly insights: Multi-Asset Team-May 2023
SHARE THIS Currently, we believe that valuations look stretched (mainly in the US) and volatility too low to justify that a new bull market is at hand, given the plethora of risks. We remain constructive on China's recovering demand and new sources of...
https://emea.nikkoam.com/articles/2023/multi-asset-may-2023 -
New Zealand Fixed Income Monthly – April 2023
SHARE THIS As New Zealand’s current tightening cycle started about 19 months ago, it can already be said to be mature. It also follows that the full impact of the monetary policy decisions taken so far should now be building in the economy.
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-april-23
