Emerging Markets
MacroBrew - China Insights: Double shocks pose a risk of a growth double dip
In this Macrobrew@Nomura session we discuss China's outlook.
60 min video | October 2021
Focused Thinking
Focused Thinking
Emerging Markets
In this Macrobrew@Nomura session we discuss China's outlook.
60 min video | October 2021
Sustainability
The launch of a new taskforce to protect biodiversity, highlights human reliance on nature to the tune of $44 trillion, and promises to shift financial flows to limit the damage.
4 min read | October 2021
Japan in focus
Green, social and sustainability bonds in Japan are seen as instrumental in achieving the UN’s Sustainable Development Goals and addressing the nation’s social issues
5 min read | October 2021
Sustainability
Regulators across the world are revamping ESG disclosure rules to reduce greenwashing and catch up with demand from investors struggling to decipher how green their investments truly are.
6 min read | October 2021
Focused thinking
Professor Shane Crotty and his team at the La Jolla Institute in California study immunity against infectious diseases. They investigate how the immune system remembers infections and vaccines.
60 min video | September 2021
Economics
We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.
2 min read | September 2021
Technology
Asia's tech cycle and growth opportunities to watch.
26 min podcast | September 2021
Japan in focus
Outlook for Japan and markets ahead of the election.
30 min podcast | September 2021
Emerging Markets
An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.
60 min video | September 2021
Volatility
China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth
28 min podcast | August 2021
Economics
Covid-19 pressure causing a delay in ASEAN's economic recovery.
28 min podcast | August 2021
Economics
Is China approaching a slowdown?
30 min podcast | August 2021
Central Banks
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
Sustainability
We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.
4 min read | August 2021