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On the Ground in Asia-Monthly Insights: Asian Fixed Income-April 2022
SHARE THIS Increasing energy and food prices were the main factors that pushed most regional headline CPI prints higher in March. The Monetary Authority of Singapore aggressively tightened FX policy while China stepped up both monetary and fiscal...
https://emea.nikkoam.com/articles/2022/asian-fixed-income-monthly-april-22 -
Press Release - 20220714_01
SHARE THIS Nikko Asset Management Joins LGBT Great as its First Japanese Asset Manager Nikko Asset Management Co., Ltd. (Nikko AM) has announced that it has become the first asset manager headquartered in Japan to join as a member of “LGBT Great”....
https://emea.nikkoam.com/media-center/press-releases/2022/press-releases-220714_01 -
Consumption potential in China’s lower-tier cities
SHARE THIS While consumer sentiment may be weaker across China presently, we believe that the long-term outlook for the country’s consumer sector remains attractive. China’s lower-tier cities are stepping up to fuel the growth engine that once relied...
https://emea.nikkoam.com/articles/2023/consumption-potential-in-chinas-2301 -
Resilience and attractiveness of Asian local bonds
SHARE THIS Asian local currency bonds are expected to thrive as the region’s central banks end their rate hike cycle on the back of easing inflation. We believe that strong fundamentals, high-quality yields and limited foreign ownership are other...
https://emea.nikkoam.com/articles/2023/resilience-and-attractiveness-of-asian-local-bonds -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-July 2023
SHARE THIS We retain our preference for Indonesian government bonds and for currencies, we believe that greater support for the renminbi from Chinese policymakers should remove a near-term headwind for currencies in the region. We take a more cautious...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-jul-23 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-October 2023
SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient with fiscal buffers, although slower economic growth appears to loom over the horizon.
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-oct-23 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2024
SHARE THIS We expect an anticipated decrease in developed market bond yields, coupled with enhanced foreign inflows, to bolster demand for Asian bonds. We see Asia credit remaining well supported with subdued net new supply as issuers continue to...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-monthly-jan-24 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (July 2024)
SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-july-2024 -
In response to Liberation Day tariffs
SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.
https://emea.nikkoam.com/articles/2025/liberation-day-tariffs-april-2025 -
On the ground in Asia-Monthly Insights: Asian Fixed Income (April 2025)
SHARE THIS Against a more challenging but still benign macroeconomic backdrop, we expect Asian corporate and bank credit fundamentals to stay resilient, aside from a few sectors and specific credits which may be affected by tariff threats or...
https://emea.nikkoam.com/articles/2025/asian-fixed-income-april-2025
