Focused thinking: 2 min read
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
Focused thinking: 1 min read
Nomura in focus: 6 min video
Digital transformation is today commonplace in the traditional financial sector, which is under increasing pressure ... [Read more]
May 2019
Video: 4 min video
The West has a growing obsessions with Japan's cherry blossom. Explore the strong connection between ... [Read more]
Article: 6 min read
Asset management’s next phase of disruption has arrived with big data creating the imperative for ... [Read more]
Article: 2 min read
We identify the 6 key themes between banking and horticulture. ... [Read more]
Focused thinking: 3 min video
Our 2019 GDP growth forecasts are not too different from the streets – while we ... [Read more]
December 2018
US-China trade diversion: Who benefits?
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Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
NIFA featured article - Will the renminbi crack seven?
NIFA featured article - New equilibrium: US-China tensions and the fate of free trade
Focused thinking: 4 min read
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter
AI is predicted to add USD15.7 trillion to global GDP by 2030. While North America ... [Read more]
NIFA featured article - Reaping the big-data dividend: Why China stands to gain most from AI
Focused thinking: 3 min read
Our main scenario is that recession and additional policy response will be avoided ... [Read more]
Japanese economy to remain at low ebb
Highlights from Nomura Investment Forum Asia 2019
Dealing with Digital Transformation
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
What drives the oil price rise matters
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges
Focused thinking: 9 min video
Low volatility, but can it last?
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
Chinese hog cycle and inflation