Focused thinking: 3 min read

Japanese economy to remain at low ebb

Our main scenario is that recession and additional policy response will be avoided ... [Read more]

June 2019

Focused thinking: 1 min read

Highlights from Nomura Investment Forum Asia 2019

June 2019

Focused thinking: 2 min read

What drives the oil price rise matters

We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]

May 2019

Focused thinking: 2 min read

China home appliances: Structural positives, near-term challenges

In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]

April 2019

Focused thinking: 2 min read

Chinese hog cycle and inflation

While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]

April 2019

Focused thinking: 2 min read

India: the 'frown curve' – why politics and economics don’t always smile

Is good economics also good politics? It could be argued that the experience of the ... [Read more]

March 2019

Focused thinking: 5 min read

Demystifying blockchain technology: what you need to know

From its inception a decade ago, blockchain is now one of the most disruptive technologies ... [Read more]

March 2019

Focused thinking: 2 min read

ASEAN internet: Opening up the mobile wallet

ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next ... [Read more]

February 2019

Focused thinking: 2 min read

How will BOJ respond to calls for more easing?

Out of the limited number of options available, what method can the BOJ use? ... [Read more]

February 2019