EMEA
Search Nikko AM
-
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2022
SHARE THIS Asian stocks declined in March, dragged down by the Russia-Ukraine conflict. Lingering concerns over inflation also weighed on the equities markets. For the month, the MSCI AC Asia ex Japan Index fell by 2.8% in US dollar terms.
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-march-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (April 2022)
SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-april-2022 -
Japan Value Insights: Spotlight on sustainable companies addressing social issues
SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.
https://emea.nikkoam.com/articles/2022/japan-value-2204 -
Balancing Act-Monthly insights: Multi-Asset Team-March 2022
SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...
https://emea.nikkoam.com/articles/2022/multi-asset-march-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-February 2022
SHARE THIS We are generally neutral to slightly cautious in our view of countries whose bonds are relatively more sensitive to UST movements. Within Asia currencies, we prefer the Chinese renminbi and Malaysian ringgit over the Indian rupee and the...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-february-22 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-February 2022
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-february-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)
SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-march-2022 -
Navigating Japan Equities: Monthly Insights from Tokyo (February 2022)
SHARE THIS We analyse the course the Bank of Japan could take as other major central banks move towards policy change; we also take a deeper look into Japan’s strong exports, which are expected to keep buoying the economy in 2022.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-february-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2022
SHARE THIS Policy actions by monetary authorities diverged across the region; we remain cautious on bonds of low yielding countries and regional currencies.
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-january-22 -
Balancing Act-Monthly insights: Multi-Asset Team-February 2022
SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...
https://emea.nikkoam.com/articles/2022/multi-asset-february-2022 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-January 2022
SHARE THIS Asian stocks had a tough start to 2022 amid concerns that persistent inflation could cause any tightening by the US Federal Reserve (Fed) to be more aggressive than expected. For the month, the MSCI AC Asia ex Japan Index fell by 3.10% in US...
https://emea.nikkoam.com/articles/2022/asian-equity-monthly-january-2022 -
Balancing Act-Monthly insights: Multi-Asset Team-January 2022
SHARE THIS As is often the case, markets are a better reflection of general sentiment than news headlines and so far, it points to an ongoing global recovery as equities hold their gains of 2021 and long-term bond yields rise. It may not be time yet to...
https://emea.nikkoam.com/articles/2022/multi-asset-january-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2021
SHARE THIS On the back of uncertainties surrounding Omicron and major central banks turning hawkish, we deem it prudent to hold a slightly cautious stance on duration, as well as a slightly defensive stance on Asian currencies.
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-december-21 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2021
SHARE THIS Taiwan and South Korea were buoyed by strong exports as sustained global demand for electronics supported hardware tech stocks amid widespread supply chain disruptions. The ASEAN region saw mixed returns. Thailand was the best performer as...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-december-2021 -
Navigating Japan Equities: Monthly Insights from Tokyo (January 2022)
SHARE THIS We expect Japanese equities to rise significantly in 2022, supported by factors such as the government’s fiscal and coronavirus policies, the reshuffling of the Tokyo Stock Exchange (TSE) and robust exports.
https://emea.nikkoam.com/articles/2022/japan-equity-monthly-january-2022 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-November 2021
SHARE THIS Following the emergence of the new Omicron COVID-19 variant and with the World Health Organization declaring its concern, we hold a neutral view on duration in the near term and a slightly cautious stance on Asia currencies.
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-november-21 -
Balancing Act-Monthly insights: Multi-Asset Team-December 2021
SHARE THIS The global outlook still looks positive, but less is known about the potential impact of the latest variant of the COVID-19 virus, Omicron—particularly in light of the fast government response to add restrictions on travel and, in some...
https://emea.nikkoam.com/articles/2021/multi-asset-december-2021 -
Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2021
SHARE THIS Asian stocks fell in November on concerns that the spread of the new Omicron COVID-19 variant could derail global reopening plans and delay economic recoveries.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-november-2021 -
Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)
SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...
https://emea.nikkoam.com/articles/2021/japan-equity-monthly-december-2021 -
Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021
SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-october-2021
