Focused Thinking
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025
Economics
Behind headline tariffs is a deeper story: Asia's struggle to balance US demands against economic consequences
3 min read | August 2025
Focused thinking
China’s auto market is poised for further growth amid intensifying competition; the US market faces tariff-related challenges but automakers are adapting; while prospects are mixed in Indonesia, Thailand, and India
4 min read | August 2025
Economics
The Trump administration re-escalated trade tensions in recent weeks
2 min read | August 2025
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2025 by region.
3 min read | August 2025
Rates
The impact of policy rates on bank lending-deposit rates and credit growth confirms that the RBI’s easing cycle is not over, say Nomura economists
3 min read | July 2025
Japan in focus
Japan’s 100-year-old companies demonstrate strength through continuous transformation.
3 min read | July 2025
Economics
Soaring tech and sluggish non-tech exports have led to a two-speed recovery in Asia. As front-loading effects fade, Nomura economists see another fork in the road
3 min read | July 2025
Economics
As we expect private consumption to remain subdued in the coming quarters, Nomura economists forecast 2025 GDP growth to come in at the lower end of the central bank’s forecast range
3 min read | July 2025
Economics
Nomura economists say the inevitable payback from China’s trade-in program and new restrictions on alcohol and catering could drag retail sales growth in H2
3 min read | July 2025
Economics
Amid trade tensions, it has become increasingly complex for Asian countries to negotiate trade deals with the US while maintaining economic ties with China
2 min read | June 2025
Rates
Nomura expanded the small group of banks that offer green structured notes highlighting how the market continues to develop and innovate
3 min read | June 2025
Economics
A New Frontier in US-China Tensions
2 min read | June 2025
Focused thinking
Singapore will continue to look for ways to strengthen its position as a trusted financial center, as global financial institutions set up and expand their regional businesses in the city-state
2 min read | June 2025