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Assessing ESG - Asian Equity
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https://emea.nikkoam.com/articles/2023/assessing-esg-asian-equity -
Sustainable Alpha in a Dynamic World - Asian Equity
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https://emea.nikkoam.com/articles/2023/sustainable-alpha-in-a-dynamic-world-asian-equity -
ESG Investing in Asia
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Harnessing Positive Change - Asian Equity
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Japan’s long-term value is getting unlocked
SHARE THIS There’s more to Japan’s renaissance than relatively inexpensive valuations. Companies have become more receptive to corporate reform and shareholder engagement; Japan’s services sector is benefitting from a resumption in tourism; and, in...
https://emea.nikkoam.com/articles/2023/2309-japans-long-term-value-is-getting-unlocked -
Harnessing Change - Monthly Insights: Asian Equity-August 2023
SHARE THIS While regional markets understandably retained its focus on the economic weakness in China, we believe that the fear gripping the markets belies the region’s long-term sustainable return and positive change opportunities. The challenges that...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-aug-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2023
SHARE THIS Indian and Indonesian bonds are expected to fare relatively better than their regional peers, supported by their attractive carry, positive macro backdrop and policy credibility. As for currencies, expectations that US interest rates may...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-aug-23 -
Balancing Act-Monthly insights: Multi-Asset Team-September 2023
SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...
https://emea.nikkoam.com/articles/2023/multi-asset-sep-2023 -
Japan’s macro picture is positive, but focus on corporate earnings
SHARE THIS It isn’t wise to dwell on the details of any countries’ newly published macroeconomic data, but the overall outlook for Japan is slow but steady economic growth. However, as the last few decades have shown, such should not discourage...
https://emea.nikkoam.com/articles/2023/2309-japans-macro-picture-is-positive-but-focus-on-corporate-earnings -
Shift to secular growth could be a “real deal” moment for Japan equities
SHARE THIS The current rise in Japanese equities could have legs, setting it apart from other phases in the previous 30 years which often led to disappointment. Japan’s shift from cyclical to secular growth, highlighted by labour shortages fuelling a...
https://emea.nikkoam.com/articles/2023/shift-to-secular-growth-could-be-a-real-deal-moment-for-japan-equities -
Navigating China markets amidst property sector headwinds
SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.
https://emea.nikkoam.com/articles/2023/2309-navigating-china-markets-amidst-property-sector-headwinds -
Global Investment Committee’s outlook
SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2309 -
“Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities
SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...
https://emea.nikkoam.com/articles/2023/2310-bold-and-fundamental-changes -
Harnessing Change - Monthly Insights: Asian Equity-September 2023
SHARE THIS With oil markets closing in on US dollar (USD) 100 per barrel and US bond yields reaching 16-year highs, one could be excused for being struck by a bout of conservatism. With valuation dispersions again back to all-time highs, we contend...
https://emea.nikkoam.com/articles/2023/asian-equity-monthly-sep-2023 -
New Zealand Equity Monthly – September 2023
SHARE THIS New Zealand equities continued to see weakness in September, with the market falling by approximately 3%. This partly reflected broader volatility given that the Australian market declined by about 4% and US equities saw a fall of...
https://emea.nikkoam.com/articles/2023/nz-equity-monthly-sep-23 -
Navigating Japan Equities: Monthly Insights from Tokyo (October 2023)
SHARE THIS This month we discuss the timing of Japan’s savings to investments push as assets held by households hit a record high; we also look at the rise in the domestic long-term yield to a 10-year peak and assess its potential impact on the equity...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-october-2023 -
Japan primed for resurgence after a turnaround year
SHARE THIS We believe that a long-term revival looms for Japan. Deflationary pressures are dissipating amid rising wages. The financial markets are headed for a resurgence, supported by robust stocks—which could benefit further from a re-allocation of...
https://emea.nikkoam.com/articles/2023/japan-primed-resurgence-after-turnaround-year -
New Zealand Fixed Income Monthly – September 2023
SHARE THIS Although the Reserve Bank of New Zealand stated in May that inflation was likely to return to its target range of 1-3% per annum if the Official Cash Rate remained at a restrictive level for some time, market expectations for interest rates...
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-sep-23 -
Realigning fixed income with purpose
SHARE THIS While fixed income issuance has become a standard mechanism for governments and companies to raise finance, it often lacks a defined purpose. However, the growing trend of responsible investing is changing that. The need to tackle our...
https://emea.nikkoam.com/articles/2023/2310-realigning-fixed-income-with-purpose -
Digging into ASEAN: unearthing the world’s next winner
SHARE THIS We have long been enthusiastic about the ASEAN share markets, and the region continues to offer appealing prospects. While the fundamental drivers behind ASEAN’s growth and opportunities are not entirely new, in our view the trends remain...
https://emea.nikkoam.com/articles/2023/2310-digging-into-asean-unearthing-the-worlds-next-winner
