SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...
SHARE THIS This month we discuss how a rise in delistings reflects efforts to create a more attractive equity market; we also assess ways in which a merger by large automakers in Japan could stimulate reforms beyond the industry.
SHARE THIS Nikko Asset Management hereby sets forth its policy concerning soliciting activities in accordance with Article 10 of the Act on Provision of Financial Services* as follows: Nikko Asset Management, will try, taking the client’s knowledge,...
SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...
SHARE THIS We believe that the recent rise in New Zealand’s interest rates has put the bond market in a good place, as the alternative may have been a negative interest rate regime instead. Without higher interest rates the government would have found...
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SHARE THIS Nikko Asset Management (Nikko AM) adopts the “Principles for Responsible Institutional Investors”, also known as “Japan's Stewardship Code”, in relation to our investments in publicly traded Japanese stocks. We also accept and promote the...
SHARE THIS Nikko AM to List New Yen-Hedged ETF Linked to Dow Jones Industrial Average ETF to debut on Tokyo Stock Exchange on 18 March Nikko Asset Management Co., Ltd. (Nikko AM) today announces the 13 March launch of a new yen-hedged exchange traded...
SHARE THIS We are taking a more constructive view in duration overall, as we believe that the markets have largely priced in hawkish Fed expectations. Among the low-yielding countries, we prefer Singapore and Hong Kong, while we like Malaysia and India...
SHARE THIS Inflationary pressures continued to remain elevated in July, as the headline CPI numbers in South Korea, Singapore, Indonesia and the Philippines increased, while those of Thailand and India moderated. During the month, the central banks of...
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 The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.
SHARE THIS Our focus on franchise and management quality allows us to look forward with optimism, whilst balance sheet quality and valuation discipline provide comfort for when the fireworks start for all the wrong reasons.
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
SHARE THIS Following the negative performance of 2020, we believe 2021 could see better returns and a recovery for Singapore equities. We believe equity returns will remain supported by the re-opening of the Singapore economy and expect an improved...
SHARE THIS SUSTAINABILITY Fiduciary & ESG Principles Nikko AM’s Commitment to Responsible Investing Nikko Asset Management (“Nikko AM” or “we”) is a long term, global investor across multiple asset classes, acting in the best interests of our clients....
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Fixed Income Our Philosophy We believe in employing a consistent investment process that incorporates quantitative and qualitative inputs to generate ideas and construct high conviction...
SHARE THIS Asian stocks gained in February as investors upheld optimism about a vaccine-led regional economic recovery. The MSCI AC Asia ex Japan Index rose 1.2% in US dollar (USD) terms over the month.
SHARE THIS While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live...
SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...
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