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Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)
SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-july-2023 -
Balancing Act-Monthly insights: Multi-Asset Team-June 2023
SHARE THIS The divergence in growth outlook reflected in equities continues to widen, as secular growth in the form of tech and artificial intelligence (AI) developments appears to have the upper hand in determining the overall market direction. This...
https://emea.nikkoam.com/articles/2023/multi-asset-june-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2023
SHARE THIS We remain constructive on relatively higher-yielding Philippine, Indian and Indonesian government bonds, on the back of the relatively supportive macro backdrop for these countries. As for currencies, we expect the Thai baht and Indonesian...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-may-23 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-May 2023
SHARE THIS As the developed world continues to struggle with inflation and a lack of growth, Asia stands out as the bright spot, with inflation well in check and monetary cycles peaking ahead of the West. Growth in Asia is also expected to outperform...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-may-2023 -
Navigating Japan Equities: Monthly Insights from Tokyo (June 2023)
SHARE THIS This month we discuss the factors behind the Nikkei’s rise to a 33-year high; we also assess Japan’s opportunity to re-invent itself as a technology hub with leading global chipmakers bringing investments and manufacturing to its shores.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-june-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2023
SHARE THIS China’s re-opening and supportive policy tone may continue to provide a critical counterweight to global macro weakness. Macro and corporate credit fundamentals across Asia ex-China are also expected to stay robust.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-april-23 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2023
SHARE THIS Countries in the region took divergent monetary paths during the month. India and the Philippines raised their respective policy rates, while Indonesia and South Korea maintained their interest rates.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-february-23 -
Navigating Japan Equities: Monthly Insights from Tokyo (March 2023)
SHARE THIS This month we discuss what the market may initially seek the most from the next Bank of Japan governor; we also look at Japan’s expanding outlays, with tax revenue and inflation in focus.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-march-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2023
SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-february-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2023
SHARE THIS We maintain the view that global inflationary pressures may moderate further. We prefer Singapore, South Korea and Indonesia bonds. As for currencies, we favour the renminbi, the Singapore dollar and the Thai baht.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-january-23 -
Balancing Act-Monthly insights: Multi-Asset Team-February 2023
SHARE THIS Growth prospects look to be improving—a sharp shift from late 2022 when the markets had strong conviction that a first half slowdown was to be followed by a better second half.
https://emea.nikkoam.com/articles/2023/multi-asset-february-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2023
SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-january-2023
