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Latest news
  • 25 August 2015
    Equity markets spooked by currency moves
    Equity markets have been caught out by recent currency devaluations, as well as fear that central banks lack the tools to spur global growth amid deflationary forces. What does this mean for policy in Australia?
  • 13 August 2015
    China's currency devaluation: impact on Australia
    China has surprised markets by announcing a devaluation of the renminbi, sending Asian currencies and equity markets into free fall since it has led to fears over the health of the Chinese economy and the possibility of further devaluation. Although a continuing and concerning decline in the Chinese economy would see further rate cuts in Australia, this is not our base case.
  • 13 August 2015
    US rate rises unlikely to have significant impact on 10-year Treasuries
    The US Federal Reserve is likely to raise interest rates before the end of 2015. At Nikko AM, we believe that this could be as early as September and that there could be a second hike swiftly after, potentially also before the end of this year. However, we think that this will have a minimal effect on longer-term US bonds, including 10-year Treasuries, which will continue to be largely driven by the movement of German bunds.
    • Read more news
Latest news
  • 25 August 2015
    Equity markets spooked by currency moves
    Equity markets have been caught out by recent currency devaluations, as well as fear that central banks lack the tools to spur global growth amid deflationary forces. What does this mean for policy in Australia?
  • 13 August 2015
    China's currency devaluation: impact on Australia
    China has surprised markets by announcing a devaluation of the renminbi, sending Asian currencies and equity markets into free fall since it has led to fears over the health of the Chinese economy and the possibility of further devaluation. Although a continuing and concerning decline in the Chinese economy would see further rate cuts in Australia, this is not our base case.
  • 13 August 2015
    US rate rises unlikely to have significant impact on 10-year Treasuries
    The US Federal Reserve is likely to raise interest rates before the end of 2015. At Nikko AM, we believe that this could be as early as September and that there could be a second hike swiftly after, potentially also before the end of this year. However, we think that this will have a minimal effect on longer-term US bonds, including 10-year Treasuries, which will continue to be largely driven by the movement of German bunds.
    • Read more news
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