Abenomics on track despite recession: Nikko Asset Management

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Recession in Japan? 3 Key points to remember There was a large hue and cry about the recently announced Japanese GDP statistics that indicated that the country was in a

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20 Nov 2014

Non-economic factors driving recent market movements

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Volatility based on fears about Ebola, sanctions on Russia and oil policy Political stability in Asia contributing to economic gains Abenomics getting a boost from Japan’s growing household wealth, corporate

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06 Nov 2014

Evolving markets – The global backdrop remains net positive

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Nikko AM’s Global Investment Committee (GIC) met on 26 September and chose a relatively positive global-macro scenario, implying an increased overweight stance on global equities. Primarily, we believe that the

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10 Oct 2014

The global economic outlook – implications for investors

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Key points The global economy is still on the mend, but it’s still a two steps forward, one step back affair. Of the major regions the US is doing the

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28 Aug 2014

The third arrow of Abenomics takes shape

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Japan’s parliament in June began debating legislation that would allow for the country’s first casinos. Whatever the merits casinos are as tourist attractions as the bill’s backers claim versus the

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29 Jul 2014

Abenomics: good for Japan, good for investors and good for Australia

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Key points Japan’s economy appears to be weathering the April sales tax hike well and Abenomics looks to be working. Third arrow supply side reforms are very positive. The success

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10 Jul 2014

Nikko AM confirms neutral position on global equities

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Sees Abenomics Working Well in Boosting Corporate Profits An overweight stance on global equities that lasted for over two-and-a-half years has been cut to neutral by Nikko Asset Management’s Global

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09 Apr 2014

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

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03 Feb 2014

2014 could be another good year for equities

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Global stock markets had another stellar year in 2013 as the S&P 500 Index notched record after record. Investors are likely to remain well disposed to equities in 2014 due

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23 Jan 2014

Senior investors see diverse investment potential across global asset classes in 2014

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Managers and strategists at global investment manager Neuberger Berman envision positive momentum across many asset classes in 2014, as the global economy stabilises and generates moderate growth, according to Solving for

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21 Jan 2014