EMEA
Search Nikko AM
-
Vietnam seeing a full turnaround in fortunes
SHARE THIS We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in...
https://emea.nikkoam.com/articles/2024/vietnam-seeing-a-full-turnaround-in-fortunes-2024 -
Trump vs. Biden II: what implications could the US election have for sustainable fixed income?
SHARE THIS The stage is now set for a Biden versus Trump rematch in November. So, what does this mean for sustainable bonds?
https://emea.nikkoam.com/articles/2024/trump-vs-biden-2024 -
BOJ takes significant yet incremental step on path back to “normal” rates
SHARE THIS The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases...
https://emea.nikkoam.com/articles/2024/boj-takes-significant-yet-incremental-step-2024 -
Prospect of lower rates makes Asian REITs an increasingly vibrant asset class
SHARE THIS The Asian REIT market is the second-largest REIT market globally, but there is still plenty of room for growth. As REIT regulations and listing processes become increasingly market-friendly in newer REIT markets, we expect more asset owners...
https://emea.nikkoam.com/articles/2024/prospect-of-lower-rates-makes-asian-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (February 2024)
SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-february-2024 -
Harnessing Change - Monthly Insights: Asian Equity-February 2024
SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...
https://emea.nikkoam.com/articles/2024/asian-equity-february-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-March 2024
SHARE THIS Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still...
https://emea.nikkoam.com/articles/2024/multi-asset-march-2024 -
Why households are key to the next phase of Japan’s “virtuous circle” of reflation
SHARE THIS Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.
https://emea.nikkoam.com/articles/2024/why-households-are-key-to-the-next-phase-2024 -
Future Quality Insights: healthcare offers diversification from market hot spots
SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...
https://emea.nikkoam.com/articles/2024/future-quality-insights-2024 -
Global Investment Committee’s outlook: stronger for longer
SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.
https://emea.nikkoam.com/articles/2024/global-investment-committee-outlook-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (April 2024)
SHARE THIS The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary...
https://emea.nikkoam.com/articles/2024/japan-equity-april-2024 -
Of volcanic activity and Asian fixed income markets
SHARE THIS We highlight the importance of making decisions based on probabilities and the best expected outcomes, assessing relevant information and acting ahead in constantly changing market conditions.
https://emea.nikkoam.com/articles/2024/of-volcanic-activity-and-asian-fixed-income-markets-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2024
SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly those from India, Indonesia and the Philippines. In our view, the disinflation trends in these countries should provide their central banks with the flexibility to...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-march-2024 -
Harnessing Change - Monthly Insights: Asian Equity-March 2024
SHARE THIS The Chinese economy and its equity market continue to be significant focal points in broader Asia. Additional support measures, combined with a recalibration of market expectations, have helped Chinese equities recover from the panic selling...
https://emea.nikkoam.com/articles/2024/asian-equity-march-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-April 2024
SHARE THIS Inflation uncertainty seems increasingly entrenched, which is less kind to developed market sovereign bonds. The US fiscal deficit is very large, and the Federal Reserve (Fed) is now in the challenging position of deciding when to cut rates....
https://emea.nikkoam.com/articles/2024/multi-asset-april-2024 -
Investing in Japan: an insider's perspective with Naomi Fink
SHARE THIS Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the most talked-about investment region in the...
https://emea.nikkoam.com/articles/2024/investing-in-japan-2024 -
BOJ stands pat on policy but paves way for future rate hikes
SHARE THIS The Bank of Japan kept interest rates steady as expected while upping its CPI forecast, paving the way for future rate hikes. Any further hawkish stance by the BOJ may depend on the persistence of positive real wages and inflation's impact...
https://emea.nikkoam.com/articles/2024/boj-stands-pat-policy-april-2024 -
Could ESG reporting rules spark an EU-US trade war?
SHARE THIS The US presidential election in November continues to cast a long shadow, and as the race between the 45th (Donald Trump) and 46th (incumbent Joe Biden) presidents quickens, divisions have only widened. The investment world is no exception,...
https://emea.nikkoam.com/articles/2024/could_esg-reporting-rules-spark-an-eu-us-trade-ward-2024 -
Global Equity Quarterly Q1 2024
SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...
https://emea.nikkoam.com/articles/2024/global-equity-quarterly-q1-2024 -
New Zealand Equity Monthly (April 2024)
SHARE THIS New Zealand is seeing its first set of climate-related disclosures. Under this regime which began in January 2023, large organisations release "climate statements" about the potential impact of their operations on the climate and vice versa,...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-april-2024
