SHARE THIS There has been remarkable progress in electric vehicle (EV) technology and its acceptance globally. We believe that Chinese EVs are set to lead the world in this area as technological innovation, demand, government policy and consumer...
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...
SHARE THIS This month we assess the trends in wages and salaries with significant change potentially in progress; we also discuss how changes at the BOJ may affect the market.
SHARE THIS Asian equities made a strong start to 2023, with the MSCI AC Asia ex Japan Index returning 8.2% in US dollar (USD) terms in January, supported by a rebound in investor sentiment towards China.
SHARE THIS Growth prospects look to be improving—a sharp shift from late 2022 when the markets had strong conviction that a first half slowdown was to be followed by a better second half.
SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...
SHARE THIS We have held on to our view that the “higher for longer” narrative is not necessarily bad for equities, as robust earnings are supported by a US economy that continues to grow at above-trend rates. However, we are also sympathetic to the...
SHARE THIS We expect 2024 to be a year of higher returns and lower volatility for Asian local government bonds as US Treasury yields are seen stabilising. We also see Asian currencies firming against the dollar in 2024 as the Federal Reserve’s rate...
SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...
SHARE THIS Although we believe that the prospects for the economy remain mostly unchanged, the outlook is softer at the margins, perhaps reflecting the tightening of financial conditions seen during the recent months. Over the past month, however,...
SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...
SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...
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 SUSTAINABILITY Investment Management Nikko AM's Approach Nikko AM sees the implementation of environmental, social, and governance (ESG) factors in our investment processes as an ongoing journey of how best to apply the highest standards....
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Equity Our Philosophy Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Equity Our Philosophy To generate new growth, companies today must have a strong approach to ESG. By investing in the stocks of such companies, we believe that excess returns can be achieved over...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Equity Our Philosophy We see the Asian region as being comprised of diverse growth markets, where fundamental drivers can lead to substantial and rapid change. As such, our investment process is...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Fixed Income Our Philosophy In order to pursue excellent performance in domestic bond management, it is critical to evaluate creditworthiness by analysing both quantitative risks, such as debt...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Fixed Income Our Philosophy Our Investment philosophy is premised on capital preservation, investing for the long-term and value discipline. Our Asian Fixed Income team believes that markets are...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Fixed Income Our Philosophy For the Australian Fixed Income team, credit is a key pillar of alpha generation across all portfolios that we manage. Our process focuses on using credit to add...
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