In-depth report: Economic growth in Asia is expected to remain broadly stable in 2017. While there will be greater external uncertainties as well as country-specific challenges, Asian economies are, on balance, better equipped to deal with external pressures compared to a few years back.
Our Senior Portfolio Manager for Emerging Market Debt in London forecasts that in 2017, this asset class could well match 2016’s achievement.
As rates could rise further in 2017, we expect that a broad range of investment themes will help generate enough alpha performance to offset the rates impact.
Why Asia Credit should stand alone from Global Emerging Market Debt.
As we start 2017, we expect the continued recovery in Japan’s economy will be driven by three factors outlined in this article.
William Low, Head of Global Equities discusses the role of pragmatism and free-thinking and how these concepts can be applied to investing in our evolving and increasingly complicated world.
William Low, Head of Global Equities discusses how investment opportunities can spring from unexpected places and how a pragmatic approach can be applied across all areas of life.
Trump certainly is non-conventional, in many ways similar to Teddy Roosevelt. Hopefully, Japan can adapt to this new reality, and instead of blocking Trump's initiatives, be able to have acceptable compromise “deals” ready.
Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks