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
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
US-China trade diversion: Who benefits?
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Focused thinking: 2 min video
March 2019
Ten years after the financial crisis: a more stable financial system with new risks
Focused thinking: 5 min read
From its inception a decade ago, blockchain is now one of the most disruptive technologies ... [Read more]
Demystifying blockchain technology: what you need to know
Focused thinking: 7 min video
November 2018
US-Sino trade friction: not all a lose-lose outcome for Asia
Focused thinking: 3 min read
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
September 2018
Damocles: our early warning indicator of exchange rate crises
From the 1950s to the 1990s Japan often found itself in disagreement with the US ... [Read more]
August 2018
What can we learn from the history of trade wars?
Focused thinking: 4 min read
The movie WarGames helped introduce the DEFCON system to the public back in 1983 (including ... [Read more]
July 2018
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
Focused thinking: 3 min video
June 2018
Why market volatility is inevitable
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm ... [Read more]
What are the five key drivers for Latin America FX in H2 2018?
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Focused thinking: 8 min podcast
Global Emerging Markets Podcast Series
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)