Focused Thinking
Economics
Upcoming presidential elections in Brazil will continue having a key role in local asset prices. Therefore, a clearer understanding of what the market is pricing in with regard to the presidential election outcome (and the implications for the approval of long-awaited pension reform) will be key for trading Brazil over the coming months.
2 min read | May 2018
Economics
Trade has played a critical role in the development of emerging market (EM) countries. But as we discuss in our video, the increase in protectionist rhetoric in recent years threatens to stall or even reverse globalization. How will EM countries cope?
2 min read | April 2018
Economics
Technology has transformed the global economy in the last decade and made it easier to transfer knowledge. Now it’s giving emerging markets a competitive advantage, allowing them in some cases to be more agile and innovative than developed economies.
1 min video | April 2018
Economics
In February, we hosted our third annual Global Emerging Markets Seminar in London, bringing together cross-asset clients, industry thought leaders and Nomura’s emerging markets (EM) expertise from Latin America, CEEMEA and Asia.
1 min video | February 2018
Economics
With a new Federal Reserve chairman set to take office early in 2018, a Republic Congress at the helm and the future of free trade agreements and healthcare up in the air, what can investors expect in 2018?
2 min video | December 2017
Central Banks
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many Asian policy rates are at historically low levels. But this could start to change.
2 min read | November 2017
Economics
Beneath the surface, the US economy has become far less dynamic and less responsive over the past several decades, placing downward pressure on productivity, wages, and rates. In this podcast, Mark Doms, Senior Economist at Nomura explains why.
11 min podcast | August 2017