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How Japan can safeguard against US tariffs
SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...
https://emea.nikkoam.com/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025 -
Japan’s economic reflation in five charts
SHARE THIS We illustrate Japan’s economic reflation by highlighting the following trends: households turning from savings to spending, pent-up demand meeting high wage growth, real household incoming becoming positive, a strong inbound tourism rebound...
https://emea.nikkoam.com/articles/2024/japans-economic-reflation-in-five-charts-2024 -
India’s election and implications for equities
SHARE THIS In the 2024 Indian parliamentary elections, Prime Minister Narendra Modi's BJP won fewer seats than expected. However, with support from pre-alliance partners, Prime Minister Modi will lead a coalition government for a third term, indicating...
https://emea.nikkoam.com/articles/2024/indias-election-2024 -
The Future Quality approach to navigating the AI arms race
SHARE THIS The emergence of AI has dramatically shifted the future pathway for the technology sector, and our research has found that this emerging structural trend chimes with our Future Quality principles.
https://emea.nikkoam.com/articles/2024/the-future-quality-approach -
Is this the year when investors consign home bias to history?
SHARE THIS Home bias might be an understandable trait for investors, but in the current environment a lack of meaningful international diversification—particularly towards the Asia-Pacific region—risks leaving substantial amounts of investment returns...
https://emea.nikkoam.com/articles/2024/is-this-the-year-when-investors-consign-home-bias-to-history -
New Zealand Fixed Income Monthly – November 2023
SHARE THIS Amid significantly negative returns in both the equity and fixed income markets at the end of last year, it was thought that 2023 would be the “year of the bond”. As we near the end of 2023, however, the bond market is still yet to live up...
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-nov-23 -
Asia’s healthcare opportunities
SHARE THIS In Asia, where healthcare innovation and investment are borne from a critical need, the region’s healthcare industry today is where its technology industry was in the 2000s, meaning that a decade of investment is beginning to bear fruit.
https://emea.nikkoam.com/articles/2023/asias-healthcare-opportunities -
Consumption in Asia from a new perspective
SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...
https://emea.nikkoam.com/articles/2023/consumption-in-asia-from-a-new-perspective -
"Thank goodness the Olympics burden is over!"
SHARE THIS This is the likely phrase one will often hear in a few weeks, especially among equity investors and Japan’s political leadership. Of course, there are currently very few people in Japan who are very enthusiastic about holding the Olympics...
https://emea.nikkoam.com/articles/2021/strategy-one-pager-olympics -
Ample upside room for slow recovering J-REITs
SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...
https://emea.nikkoam.com/articles/2021/ample-upside-room -
Change is the only constant (Foreword presentation) by Iain Fulton, Global Equity Portfolio Manager
SHARE THIS Change is the only constant (FOREWORD presentation) by Iain Fulton, Global Equity Portfolio Manager
https://emea.nikkoam.com/articles/featured-article-13 -
New Zealand Fixed Income Monthly – April 2022
SHARE THIS It has still been a tough year so far for New Zealand bonds amid pressure from inflation. That said, the market in New Zealand has been an outperformer among global peers since the beginning of 2022.
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-april-22 -
New Zealand Fixed Income Monthly – March 2022
SHARE THIS The New Zealand bond market has experienced a rough start to 2022. The chief driving market factor has been the upward movement in reference interest rates, with the swap and government curves all moving up as central banks turn hawkish to...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-march-22 -
New Zealand Fixed Income Monthly – February 2022
SHARE THIS We think the New Zealand bond market looks very attractive relative to the rest of the world given how high our interest rates are. At the same time, we certainty aren’t immune to developments in the rest of the world, particularly the US,...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-february-22 -
New Zealand Fixed Income Monthly – January 2022
SHARE THIS Inflation is creating challenges for the New Zealand bond market and economy. In line with bond markets around the world, New Zealand’s market has had a difficult start to 2022. Bond yields and interest rates in general have been climbing as...
https://emea.nikkoam.com/articles/2022/nz-fixed-income-monthly-january-22 -
New Zealand Fixed Income Monthly - November 2021
SHARE THIS New Zealand faces the same kind of uncertainties other countries are confronting due to the global pandemic. But New Zealand, in some ways, has been in the vanguard of recovery from the COVID-19 outbreak.
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-november-21 -
New Zealand Fixed Income Monthly - October 2021
SHARE THIS October was a tough month for the New Zealand bond market with yields rising in anticipation of further increases in cash rates and in response to global markets bracing for the possibility of central banks reducing stimulus by tapering bond...
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-october-21 -
New Zealand Fixed Income Monthly - September 2021
SHARE THIS Since the Reserve Bank of New Zealand (RBNZ) postponed a widely expected rate hike in August, pricing in the market has pulled back, supporting a view that the central bank will hike rates by 25 basis points (bps) at each of its next three...
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-september-21 -
Staying adaptive to an evolving recovery
SHARE THIS The world is settling into a new normal that is likely to look quite different from pre-COVID-19 norms. This includes different patterns of demand shaped by learning to live with the virus and an ongoing fiscal thrust with firm policy...
https://emea.nikkoam.com/articles/2021/staying-adaptive-evolving-recovery -
New Zealand Fixed Income Monthly - August 2021
SHARE THIS The detection of New Zealand’s first COVID-19 Delta variant infections and the subsequent decision by the Reserve Bank of New Zealand (RBNZ) to postpone a widely expected rate hike muddied the country’s outlook in August. The economy was...
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-august-21
