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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 -
Australian equity monthly - October 2020
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.
https://emea.nikkoam.com/articles/2020/australian-equities-monthly-october-2020 -
“Bold and fundamental changes” to Japan’s NISA a positive driver for Japanese equities
SHARE THIS Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...
https://emea.nikkoam.com/articles/2023/2310-bold-and-fundamental-changes -
The case for China bonds
SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...
https://emea.nikkoam.com/articles/2022/the-case-for-china-bonds -
Global multi-asset outlook 2025
SHARE THIS Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...
https://emea.nikkoam.com/articles/2024/global-multi-asset-outlook-2025 -
Unlocking Opportunities in Japan’s Economic Transformation
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https://emea.nikkoam.com/articles/2024/japan-equity-webinar -
Global Investment Committee review: still positive, with downside risk caveats
SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...
https://emea.nikkoam.com/articles/2024/gic-review-still-positive-2024 -
Japan's cash-rich companies: harnessing corporate reforms
SHARE THIS Japan, a nation of “cash-rich” companies, is undergoing corporate reforms aimed at raising valuation of companies by improving their capital efficiency. The reforms, along with cash-rich companies' historical outperformance and strategic...
https://emea.nikkoam.com/articles/2024/japans-cash-rich-companies-harnessing-corporate-reforms-2024 -
Japan transitioning from cyclical reflation to structural recovery for balanced growth
SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...
https://emea.nikkoam.com/articles/2024/japan-transitioning-from-cyclical-reflation -
2023 Global multi-asset outlook
SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...
https://emea.nikkoam.com/articles/2023/global-multi-asset-outlook-2023 -
What the Biden win could mean for Japanese equities
SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.
https://emea.nikkoam.com/articles/2020/what-the-biden-win -
New Zealand Fixed Income Monthly - July 2021
SHARE THIS New Zealand’s bond market performed well overall in July, although the long term sector outperformed its short term peers significantly.
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-july-21 -
Global Equity Investment Outlook 2022
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https://emea.nikkoam.com/articles/2022/investment-outlook-2022 -
Global Investment Committee’s outlook: low risk no longer
SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.
https://emea.nikkoam.com/articles/2024/2410-gic-outlook-low-risk-no-longer -
Global Investment Committee’s outlook: still growing but proceed with caution
SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...
https://emea.nikkoam.com/articles/2024/gic-still-growing-but-proceed-with-caution-2024 -
Time to revisit Chinese bonds from a global portfolio perspective
SHARE THIS Recently, China has been frequently appearing in global headlines, although many of these stories are not particularly encouraging. Amidst a fixation with the slowdown in the world’s second-largest economy, global markets may be missing the...
https://emea.nikkoam.com/articles/2024/time-to-revisit-chinese-bonds-2024 -
Global macro outlook 2024
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
https://emea.nikkoam.com/articles/2023/global-macro-outlook-2024 -
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 -
Global Investment Committee’s Outlook: Negative 4Q, then central banks relent and markets rebound
SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2210 -
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
