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  • Thoughts for seasick investors

    SHARE THIS It would not be surprising if the major swings in the markets and macroeconomic conditions, including historic central bank shifts, have made most investors somewhat seasick. Recently on a day-to-day basis, markets seem to react quite...

    https://en.nikkoam.com/articles/2022/thoughts-for-seasick-investors
  • Harnessing Change: An investment philosophy for Asia

    SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.

    https://en.nikkoam.com/articles/2022/harvesting-growth-may-22
  • Balancing Act-Monthly insights: Multi-Asset Team-July 2022

    SHARE THIS The East and West appear to be headed in different directions. The East may benefit from China’s easing and supportive growth characteristics. Meanwhile, the West is mired in slowing growth, excessive levels of inflation and central banks...

    https://en.nikkoam.com/articles/2022/multi-asset-july-2022
  • Global Equity Quarterly (Q3 2022)

    SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....

    https://en.nikkoam.com/articles/2022/global-equity-quarterly-q3-2022
  • 2023 Global macro outlook: Ten predictions

    SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.

    https://en.nikkoam.com/articles/2023/global-macro-outlook-2023
  • 2023 Global multi-asset outlook

    SHARE THIS On balance, we are constructive mainly for valuation support and growth prospects improving for China with a firm tailwind from an easing dollar. Pockets of the US equity market may struggle on weaker earnings, but the rest of the world...

    https://en.nikkoam.com/articles/2023/global-multi-asset-outlook-2023
  • 2023 China equity outlook

    SHARE THIS We believe that the rewards will outweigh the risks related to China amid an existence of enough cyclical, thematic and structural trends that could enable the country to outperform in 2023; particular focus will be on the government’s...

    https://en.nikkoam.com/articles/2023/china-equity-outlook-2023
  • 2023 Singapore equity outlook

    SHARE THIS We expect a moderation of growth, a peak in inflation and a more accommodative monetary policy in 2023. We see this as a positive for Singapore, as we believe a more accommodative policy backdrop will help support continued expansion in...

    https://en.nikkoam.com/articles/2023/singapore-equity-outlook-2023
  • 2023 Asian rates and FX outlook

    SHARE THIS Most Asian countries are expected to grow at a slower pace in 2023 than they did in 2022, and fiscal stimulus will no longer be a dominant factor driving growth in the region. We expect monetary policy outlook to persist as the primary...

    https://en.nikkoam.com/articles/2023/asian-fixed-income-and-fx-outlook-2023
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-November 2022

    SHARE THIS Asian stocks rebounded strongly in November after Federal Reserve Fed Chair Jerome Powell pointed to slower pace of monetary policy tightening and lifted market sentiment. All Asian markets ended in positive territory, with China in the lead...

    https://en.nikkoam.com/articles/2022/asian-equity-monhtly-november-2022
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-December 2022

    SHARE THIS Chinese shares outperformed in December as the country continued to move away from its zero-COVID policy while markets in Taiwan and South Korea slumped amid concerns towards the global economy. In ASEAN, Thailand led the region as the...

    https://en.nikkoam.com/articles/2023/asian-equity-monhtly-december-2022
  • Thoughts on the 2023 China National People’s Congress

    SHARE THIS The official GDP growth target of “around 5%” unveiled at China’s annual National People’s Congress was lower than many external forecasts, and fiscal policy looks less accommodative relative to both market expectations and that of 2022. In...

    https://en.nikkoam.com/articles/2023/thoughts-on-china-npc
  • Balancing Act-Monthly insights: Multi-Asset Team-March 2023

    SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...

    https://en.nikkoam.com/articles/2023/multi-asset-march-2023
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-March 2023

    SHARE THIS In a world starved of workers and growth, we believe that Asia’s ability to supply both puts the region on a very firm footing over the longer term. Once we get through this current US-led rate tightening cycle and the flush out of weaker...

    https://en.nikkoam.com/articles/2023/asian-equity-monhtly-march-2023
  • Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-April 2023

    SHARE THIS Financials, healthcare and energy buck the trend and rise in a down market.

    https://en.nikkoam.com/articles/2023/asian-equity-monhtly-april-2023
  • Navigating Japan Equities: Monthly Insights from Tokyo (June 2023)

    SHARE THIS This month we discuss the factors behind the Nikkei’s rise to a 33-year high; we also assess Japan’s opportunity to re-invent itself as a technology hub with leading global chipmakers bringing investments and manufacturing to its shores.

    https://en.nikkoam.com/articles/2023/japan-equity-monthly-june-2023
  • Towards a greener future: building credibility and demand for sustainability-linked bonds

    SHARE THIS As the green bond market diversifies, sustainability-linked bonds (SLBs), which are linked to an issuer’s broader sustainability performance, have garnered significant investor attention and scrutiny. We believe structural improvements will...

    https://en.nikkoam.com/articles/2023/towards-a-greener-future-june-2023-2
  • Global Investment Committee’s outlook

    SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...

    https://en.nikkoam.com/articles/2023/global-investment-committee-outlook-2306
  • Japan equity outlook 2024

    SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...

    https://en.nikkoam.com/articles/2023/japan-equity-outlook-2024
  • Navigating Japan Equities: Monthly Insights from Tokyo (February 2024)

    SHARE THIS This month we discuss how emerging growth narratives such as semiconductors may come into focus in 2024; we also assess the slightly hawkish turn the BOJ took at its January policy meeting.

    https://en.nikkoam.com/articles/2024/japan-equity-monthly-february-2024