Nikko AM decreases risk, reduces overweight on global equities

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A long-running overweight stance on global equities is being trimmed by Nikko Asset Management’s Global Investment Committee (GIC), the company announced today. Nikko AM is a related entity of Tyndall... Read more continue reading

Japan story intact, despite market volatility

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BOJ maintains its accommodative policy though markets expected more Japan’s GDP growth considerably better than reported Japan’s equity market weathered an onslaught of selling in February by global macro hedge... Read more continue reading

Weaker Yen: no cure for Japan’s ills

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Standard Life Investments, the global investment manager, believes the underwhelming response of Japanese exports to the plunge in the yen should serve as a warning sign to Japanese policymakers that... Read more continue reading

Chinese shadow banking concerns expand

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Iron ore expected to fall $20 per ton by 2018 Japan updated indicators show Abenomics succeeding The impact of bad debts in China’s shadow banking system is likely more important... Read more continue reading

Looking beyond the dragon: PM CAPITAL says Asian growth doesn’t stop with China

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Investment focus on domestic consumption in regional economies; Malaysia, Philippines, Singapore, Vietnam feature in ‘bottom up’ – not macro thematic – approach PM CAPITAL has said that the majority of... Read more continue reading

Asia Pacific is Australia’s biggest source of investment fund flows

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Australian Investment Managers Cross-Border Flows Report 2013 The Asia Pacific region continues to be the biggest source of investment into Australian managed funds, according to the second annual Australian Investment Managers... Read more continue reading

Nikko AM: Japan corporate profitability reaches new historical high

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Recurring pre-tax profit margin for the 2nd quarter 2013 reached a record high Reflationary psychology spurred 3rd quarter personal consumption levels to more than 2% year-on-year Wage growth is key... Read more continue reading

Japan’s GDP understated as a result of declining inventories

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Japan’s GDP has been greatly understated because companies and distributors are not replenishing their inventories, according to John F. Vail, Chief Global Strategist at Nikko Asset Management, a related entity of Tyndall... Read more continue reading

Nikko AM: Japan household financial net worth at record high, result of the ‘Abenomics Wealth Effect’

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The latest research from Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) shows that Abenomics is exceeding its targets and consensus expectations on... Read more continue reading

Abenomics and the wealth effect

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Nikko AM uses the expression ‘Super-Abenomics’ to describe our expectation that Japan will exceed its own targets, as well as consensus expectations, for its new economic plans and reforms.  Of... Read more continue reading