SHARE THIS Proxy voting rights in investee companies are the most important right granted to shareholders in order to increase investee companies’ medium to long-term corporate value. Nikko AM Group exercises proxy voting rights independently and...
SHARE THIS Which is more valuable? Click on your answer. You’re right! This bangle is carved out of high quality, natural untreated jadeite from Myanmar and is worth more than US$10,000. How to tell Good guess! But this bangle is carved out of a lower...
SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.
SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...
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...
SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.
SHARE THIS We explore the opportunities and risks emanating from China’s near-zero inflation and India’s above-average consumer prices.
SHARE THIS We believe ASEAN will offer good pockets of growth and quality opportunities, as well as earnings resilience and protection amid some of the prevailing global macro headwinds.
SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.
SHARE THIS Although market volatility resurfaced in the early part of the April-June quarter as interest rate cuts in the US began to look less likely amid higher-than-expected inflation, risk assets bounced back and rallied strongly later in the...
SHARE THIS The New Zealand equity market paused for breath and dipped in January after posting significant gains towards the end of 2024. Some of the market’s decline reflected a dent in enthusiasm for consumer-facing and cyclical stocks. Global market...
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
SHARE THIS As we have already mentioned several times, it has been a very tough year for New Zealand bonds. Although there is perhaps light at the end of the tunnel after the market hit a very low point; in our view, good quality assets could...
SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...
SHARE THIS We view 2024 with optimism—markets could begin to be driven by company earnings rather than by inflation outcomes and interest rate expectations as they have in the past year, and New Zealand’s market is well placed to shrug off volatility...
SHARE THIS Despite continued struggles with inflation in New Zealand and elsewhere, our view is that the RBNZ’s next change to the OCR is likely to be downward, albeit at a later timing than the market has recently been expecting.
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...
SHARE THIS The bond market has turned its attention to the likely size of further interest rate reductions now that the RBNZ has made two cuts to the Official Cash Rate in quick succession. Our view is that New Zealand's monetary policy is on track to...
SHARE THIS Throughout history, equity investors have benefitted from maintaining a long-term view and an optimistic outlook on humanity's ability to prevail in the face of adversity. This might once again be the case, meaning that the biggest risk...
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...
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