Nomura

Geography

Insight

Type

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.

Focused thinking: 3 min read

No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability

After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be ... [Read more]

June 2018

Focused thinking: 2 min read

Digital disinflation: a powerful force taking off in emerging markets

The first wave of global disinflation came from the globalization of trade. The world is ... [Read more]

June 2018

Focused thinking: 6 min read

ASEAN: One body, many faces

As China’s labour-intensive manufacturing industries fan out across the wider region and local firms flex ... [Read more]

June 2018

Focused thinking: 3 min video

Highlights from Nomura Investment Forum Asia 2018

June 2018

Focused thinking: 8 min podcast

Global Emerging Markets Podcast Series

May 2018

Focused thinking: 1 min read

Higher oil prices drive EM divergence

A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]

May 2018

Focused thinking: 3 min read

The Belt and Road Initiative: globalization, China style

BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]

April 2018

Focused thinking: 3 min read

Where are the risks in an EM snapback?

Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]

April 2018

Focused thinking: 2 min read

What is fuelling trade in global emerging markets?

Trade has played a critical role in the development of emerging market (EM) countries. But ... [Read more]

April 2018

Focused thinking: 1 min video

How is technology transforming global emerging markets?

April 2018

Focused thinking: 1 min read

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact of US trade protectionism, centering on China ... [Read more]

April 2018

Focused thinking: 3 min read

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]

March 2018