Political revolution hits America

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Much like the BREXIT vote, which seemed doomed at the end by the assassination of a key “Remain” politician that was deemed to make many “Leave” voters think their movement

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Nikko Asset Management lifts view on global equities to moderately overweight 

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 Lifts stance to slightly overweight from neutral on global equities  Underweight stance on global bonds amid expectation of a moderate rise in yields  U.S. dollar seen as strong in 2016

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Nikko Asset Management’s new house view on global equities moves to neutral

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Less optimistic view of U.S. corporate earnings moves global equities to neutral from overweight Shifts forecasted timing of Fed’s credit tightening to October or December 2015 China’s economy continues to

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Retain global equities overweight despite Fed hikes ahead: Nikko Asset Management’s updated house view

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Global equities overweight stance backed by G3 growth Fed likely to raise interest rates three times by end of 2015 starting in September Maintains underweight stance on European equities amid

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Overweight stance on global equities intact: Nikko Asset Management’s new house view shows

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Maintains long-held overweight view on global equities Shifts stance on the Fed’s first rate hike to 4Q from June/July Reverses the Eurozone’s six-month overweight stance amid rising equity valuations Enthusiastic

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Nikko Asset Management keeps moderately overweight position on global equities

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Maintains global equities overweight on G3 economic growth and central bank policies Lower oil prices very positive for developed economies Fed could tighten in June or July, but at a

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Risk factors prompting Nikko Asset Management to cut equity exposure worsening

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Ukraine and China remain most worrisome issues The volatile geopolitical situation in Eastern Ukraine and the prospect for prolonged negative news out of China continue to weigh on Nikko Asset

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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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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

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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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