Focused Thinking

Asia

Our experience navigating Asia’s cultures and customs is unrivaled. With integrated global access and deep roots in Asia, Nomura Connects is where our rigorous research meets our extensive global footprint and provides true insights to one connected market.
play
Emerging Markets

Fireside Chats - How are Asia's Emerging Markets supporting the bottom of the pyramid?

In this week’s episode Euben Paracuelles discusses how some Asia's EMs are coping with the impact of the COVID-19.

16 min podcast | May 2020

play
Economics

Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?

How have the Antipodes navigated COVID19 so well, and what are the next steps for their economy?

18 min podcast | May 2020

Economics

World after reopening and ideas for Japanese equities

Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)

3 min read | April 2020

Economics

Damocles update 3: Our early warning indicator of exchange rate crises

Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.

1 min read | April 2020

play
Economics

Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again

In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.

24 min podcast | April 2020

Central Banks

Will Covid-19 tip the Japanese economy into recession?

3 min read | March 2020

Economics

Upturn in global IT cycle and the Japanese economy

4 min read | February 2020

Economics

Event Risk Radar

The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.

5 min video | January 2020

Technology

Asia Pacific technology: The bull phase to continue in 2020F

1 min read | January 2020

play
Central Banks

Global economic outlook 2020: On shaky foundations

17 min video | January 2020

play
Economics

Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order

5 min video | December 2019

play
Economics

Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism

1 min video | December 2019

1 2 3 4 5 6 7 8 9 10 11 12