Economics
Asia Economic Monthly: Third Country Circumvention
The US clampdown on using third countries to circumvent tariffs on China could reshape global supply chains
4 min read | March 2025
Focused Thinking
Focused Thinking
Economics
The US clampdown on using third countries to circumvent tariffs on China could reshape global supply chains
4 min read | March 2025
Central Banks
US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.
4 min read | February 2025
Economics
In an interconnected world, the impact from higher US tariffs can sometimes ricochet beyond the target country
5 min read | February 2025
Economics
The Johor-Singapore Special Economic Zone agreement was signed on January 7
2 min read | January 2025
Economics
Despite low inflation and soft growth, currency weakness is constraining some Asian central banks’ ability to cut policy rates
5 min read | January 2025
Japan in focus
The emergence of generative AI represents a springboard for economic growth and digital transformation for Japan.
3 min read | January 2025
Economics
Companies in Japan have been on a long march towards becoming technology leaders
3 min read | December 2024
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal
4 min read | December 2024
Annual Outlook
Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China
4 min read | December 2024
Emerging Markets
The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year
3 min read | December 2024
Economics
Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.
3 min read | November 2024
Economics
Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.
3 min read | November 2024
Economics
After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.
5 min read | October 2024
Economics
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024