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On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2024(Englisch)
by — 17 April, 2024
We maintain a positive outlook for Asian local government bonds, particularly those from India, Indonesia and the Philippines. In our view, the disinflation trends in these countries should provide their central banks with the flexibility to shift towards rate cuts later in the year.
Of volcanic activity and Asian fixed income markets(Englisch)
by — 11 April, 2024
We highlight the importance of making decisions based on probabilities and the best expected outcomes, assessing relevant information and acting ahead in constantly changing market conditions.
Navigating Japan Equities: Monthly Insights From Tokyo (April 2024)(Englisch)
by , — 09 April, 2024
The Bank of Japan (BOJ) lifted interest rates for the first time in 17 years in March, making a historic departure from negative interest rates. We provide an overall evaluation of its decision, discuss how long accommodative monetary conditions could still last, analyse the yen’s potential policy impact and assess the BOJ’s options after halting ETF purchases.
Global Investment Committee’s outlook: stronger for longer(Englisch)
by , — 04 April, 2024
The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.
Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.
We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic growth opportunities if we choose the right companies.
Balancing Act-Monthly insights: Multi-Asset Team-March 2024(Englisch)
by — 26 March, 2024
Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still significant excess liquidity, perhaps transmitting to resilient demand and cash flow that so far exceeds the headwinds of higher rates.
What’s changing in India?(Englisch)
by — 25 March, 2024
In this article, the Asian Equity Team at Nikko AM explores the structural drivers and key factors behind India's longer-term economic growth trajectory, and the implications for equity investors.
Harnessing Change - Monthly Insights: Asian Equity-February 2024(Englisch)
by — 22 March, 2024
We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can resolve China’s main housing issues.
We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko Sentral ng Pilipinas with the flexibility to shift towards rate cuts later in the year.
