SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2022 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) won in four categories at the Asia Asset Management 2022 Best of the Best Country Awards. In Japan, Nikko AM...
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...
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”....
SHARE THIS We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This...
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...
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...
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...
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.
SHARE THIS Nikko AM Supports “Business for Marriage Equality” Campaign Nikko Asset Management Co., Ltd. is pleased to announce its support for “Business for Marriage Equality” (BME), a campaign to bring visibility to companies that support marriage...
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.
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...
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