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Japan Value Insights: CDMOs and health-related social needs
SHARE THIS Contract development and manufacturing organisations (CDMOs) could play an important role in addressing health-related needs as society seeks rapid solutions to issues such as an increase in refractory diseases.
https://emea.nikkoam.com/articles/2023/japan-value-2302 -
Navigating Japan Equities: Monthly Insights from Tokyo (February 2023)
SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-february-2023 -
Balancing Act-Monthly insights: Multi-Asset Team-January 2023
SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.
https://emea.nikkoam.com/articles/2023/multi-asset-january-2023 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2022
SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...
https://emea.nikkoam.com/articles/2023/asian-equity-monhtly-december-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022
SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-december-22 -
Navigating Japan Equities: Monthly Insights from Tokyo (January 2023)
SHARE THIS We discuss the Bank of Japan’s unexpected move to tweak its yield curve control scheme and the potential implications; we also provide a brief overview of some of the factors seen impacting Japan equities in 2023.
https://emea.nikkoam.com/articles/2023/japan-equity-monthly-january-2023 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2022
SHARE THIS We are more positive on duration overall, on the assessment that we are likely past peak hawkishness from the Federal Reserve and other developed market central banks. We favour Singapore and South Korean government bonds, given their...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-november-22 -
Balancing Act-Monthly insights: Multi-Asset Team-December 2022
SHARE THIS While we do not expect the US Federal Reserve to pivot any time soon towards easing policy, the firm break in dollar momentum perhaps reflects a shift in the relative growth story which had favoured the US towards one focused on the rest of...
https://emea.nikkoam.com/articles/2022/multi-asset-december-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2022
SHARE THIS Asian stocks rebounded strongly in November after Federal Reserve Fed Chair Jerome Powell pointed to slower pace of monetary policy tightening and lifted market sentiment. All Asian markets ended in positive territory, with China in the lead...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-november-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (December 2022)
SHARE THIS This month we discuss the prospects of Japanese equities remaining well-supported into 2023 thanks to robust exports and inbound demand. We also explain why the markets are looking beyond a dip in Japan’s 3Q GDP, focusing instead on the...
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-december-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-November 2022
SHARE THIS This month, Fed Chair Powell seemed hellbent on quashing any last hope of a pivot or at least slowing the pace of rate hikes sometime soon. But this crushing blow to hope helped sow the seeds of an eyewatering rally when one inflation print...
https://emea.nikkoam.com/articles/2022/multi-asset-november-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-October 2022
SHARE THIS We are inclined towards Singapore and South Korean government bonds, given their relatively higher sensitivities to stabilising US Treasury yields. In currencies, we see the Singapore dollar continuing to outperform its regional peers.
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-october-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-October 2022
SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-october-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (November 2022)
SHARE THIS We discuss Japan’s recent currency market interventions from an equity market perspective; we also share our thoughts on steadily rising inflation after a surge in the September core CPI.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-november-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-October 2022
SHARE THIS Central bank tightening is beginning to have an impact, but less evidently in terms of easing inflationary pressures than in causing strains on the global financial system. Policymakers are beginning to blink—first with Japan intervening to...
https://emea.nikkoam.com/articles/2022/multi-asset-october-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-September 2022
SHARE THIS Going forward, despite some expected moderation amidst the slowdown in global growth, we believe that growth and corporate credit fundamentals will remain sufficiently robust to prevent a meaningful widening of credit spreads. However, some...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-september-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-September 2022
SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...
https://emea.nikkoam.com/articles/2022/asian-equity-monhtly-september-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (October 2022)
SHARE THIS This month we analyse what immediate impact the full reopening of Japan could have on the economy and markets; we also review the factors that may make Prime Minister Kishida’s “asset-income doubling plan” more effective in the long term.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-october-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-September 2022
SHARE THIS The world is fast entering the adjustment phase as deglobalisation is accelerating, requiring new solutions and investment to clear new imbalances from energy supply to labour and eventually normalise inflation.
https://emea.nikkoam.com/articles/2022/multi-asset-september-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-August 2022
SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-august-22
