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Finding opportunities from geopolitical change in Asia
SHARE THIS A changing geopolitical landscape in Asia coupled with a desire to partially diversify away from China-based supply chains is creating opportunities in India and Indonesia.
https://emea.nikkoam.com/articles/2023/2309-finding-opportunities-from-geopolitical-change-in-asia -
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 -
The potential implications of China’s 20th Party Congress
SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...
https://emea.nikkoam.com/articles/2022/potential_implications_of_chinas_20th_party_congress -
Asian Fixed Income Monthly - June 2021
SHARE THIS The US Treasury (UST) yield curve flattened in June, with short-dated bonds underperforming. The Federal Reserve’s (Fed) hawkish pivot caused the UST curve to flatten aggressively mid-month.
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-june-2021 -
Change in Officers
SHARE THIS Change in Officers We hereby announce the below officer personnel changes decided in accordance with the approval of the transition of Nikko Asset Management Co. Ltd. to a Company with an Audit and Supervisory Committee on the Board. The...
https://emea.nikkoam.com/media-center/press-releases/2019/change-in-officers -
Press Release - 250521_01
SHARE THIS Nikko AM Wins Seven Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in seven categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
https://emea.nikkoam.com/media-center/press-releases/2025/press-release-250521_01 -
New Zealand Fixed Income Monthly (April 2025)
SHARE THIS In our view, New Zealand’s status as a safe haven during times of turbulence has often exceeded that of other markets. Although the New Zealand market is relatively small, it also offers a high degree of quality, and the country's bond and...
https://emea.nikkoam.com/articles/2025/nz-fixed-income-monthly-april-2025 -
Financing nature at scale
SHARE THIS Nature-related risks and opportunities are rising fast on the global investment agenda. Yet for many investors, finding scalable, credible ways to finance biodiversity remains a challenge. Sovereign green bonds may offer one of the most...
https://emea.nikkoam.com/articles/2025/2504-financing-nature-at-scale -
Impact of additional US tariffs on Asia rates and credit markets
SHARE THIS The "Liberation Day" US tariffs are expected to strongly impact Asia, where most countries run a trade surplus with the US. Although significant uncertainty is likely to linger, our base case is for most of the region's economies to...
https://emea.nikkoam.com/articles/2025/impact-of-additonal-us-tariffs-on-asia-april-2025 -
Press Release - 250321_01
SHARE THIS Nikko AM Wins Asset Class Award in the AsianInvestor Asset Management Awards 2025 Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 20 March for an Asset Class Award in the Japan Equity category of AsianInvestor’s Asset Management...
https://emea.nikkoam.com/media-center/press-releases/2025/press-release-250321_01 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (February 2025)
SHARE THIS We continue to believe that Asia’s local government bonds are positioned to perform well, supported by accommodative central banks amid an environment of benign inflation and moderating growth.
https://emea.nikkoam.com/articles/2025/asian-fixed-income-february-2025 -
Press Release - 20250225_01
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...
https://emea.nikkoam.com/media-center/press-releases/2025/press-releases-20250225_01 -
Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies
SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...
https://emea.nikkoam.com/articles/2024/fed-boj-wait-and-see-december-2024 -
After Trump’s win, fiscal policy and inflation risks in focus
SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...
https://emea.nikkoam.com/articles/2024/2410-after-trump-win-fiscal-policy -
Press Release - 20240515_01
SHARE THIS Nikko AM Wins Five Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in five categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
https://emea.nikkoam.com/media-center/press-releases/2024/press-releases-20240515_01 -
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 -
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 -
Press Release - 20240206_01
SHARE THIS Nikko AM Wins Six Categories in Asia Asset Management’s 2024 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 30 January in six categories in Asia Asset Management‘s 2024 Best of the Best Awards. The wins...
https://emea.nikkoam.com/media-center/press-releases/2024/press-releases-20240206_01 -
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 -
Asset TV: Climate transition – threats and opportunities
SHARE THIS Nikko AM’s Head Portfolio Manager – Core Markets, Steven Williams, recently participated in Asset TV’s Masterclass on the threats and opportunities for investors in the climate transition. Here are the highlights of Steven’s contribution to...
https://emea.nikkoam.com/articles/2023/asset-tv-climate-transition-threats-and-opportunities-jul-23
