SHARE THIS Dreams have a place in the world. However, in stock markets, cashflows often serve as gravity when share prices display dream-like behaviour. Fortunately, our Future Quality philosophy, coupled with our consistent process of reviewing the...
SHARE THIS The US presidential election in November continues to cast a long shadow, and as the race between the 45th (Donald Trump) and 46th (incumbent Joe Biden) presidents quickens, divisions have only widened. The investment world is no exception,...
SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...
SHARE THIS The Reserve Bank of New Zealand stood pat on interest rates in its latest Monetary Policy Review in July, but it signalled a shift towards a more dovish stance, suggesting that a first rate cut could be conducted by the end of 2024.
SHARE THIS In a positive bond market environment driven by global monetary easing expectations, we favour government bonds from India, Indonesia and the Philippines, where higher yields remain attractive to investors.
SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...
SHARE THIS As we head into 2025, we have picked three key elements that we believe will have the greatest influence over market behaviour and performance: interest rates, the strength of the New Zealand dollar and geopolitical uncertainty.
SHARE THIS In 2025, US economic growth is expected to continue due to fiscal stimulus, despite above-target inflation. Meanwhile, the strong dollar could face disruptions, the Bank of Japan may keep raising interest rates and China is seen balancing...
SHARE THIS Asian local government bonds are positioned to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. We expect Asian corporate and bank credit fundamentals to stay...
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...
SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...
SHARE THIS The Indian healthcare sector is projected to become one of the top global markets by 2030, driven by demographic changes, rising incomes, and expanding insurance coverage, presenting long-term investment opportunities.
SHARE THIS For 30 years, policy factors like falling corporate tax and interest rates were seen to have generated a bulk of corporate profits, reducing stock-selection opportunities. There are indications that this policy-driven earnings era is coming...
SHARE THIS Against this 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...
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SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...
SHARE THIS Multi Asset Introduction Video Dynamic Approach to Global Macro Investment Strategy for Recurring Returns Robust Research Process Three-Layered Downside Risk Protection Proprietary Quantitative Models Systematic Qualitative Framework...
SHARE THIS Multi Asset Introduction Video Dynamic Approach to Global Macro Investment Strategy for Recurring Returns Robust Research Process Three-Layered Downside Risk Protection Proprietary Quantitative Models Systematic Qualitative Framework...
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SHARE THIS January 26, 2018 Nikko Asset Management Co., Ltd. Takumi Shibata, Representative Director, President and CEO Pursuing fiduciary principles and ensuring customer-first operations is the essence of the asset management business. Firms in the...
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