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 The world is settling into a new normal that is likely to look quite different from pre-COVID-19 norms. This includes different patterns of demand shaped by learning to live with the virus and an ongoing fiscal thrust with firm policy...
SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.
SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...
SHARE THIS We present our Q2 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.
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...
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...
SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...
SHARE THIS We have adopted a more cautious stance on Thai bonds with the Bank of Thailand not expected to ease policy further following its interest rate cut in October. Elsewhere in the region, the reappointment of Sri Mulyani Indrawati as Indonesia's...
SHARE THIS Despite concerns about Donald Trump's impact on emerging markets, historical data shows that during his first term as US president, China, South Korea and Taiwan outperformed the S&P 500 although they are the most trade-sensitive equity...
SHARE THIS We continue to believe that Asia’s local government bonds are positioned to perform well, supported by accommodative central banks amid an environment of benign inflation and moderating growth.
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
SHARE THIS Thank you for looking. Unfortunately this ETF is no longer available. http://en.nikkoam.com/etf
日本
New Zealand
Singapore
Hong Kong (English)
Americas
EMEA
All other
countries