Focused Thinking

Europe, Middle East and Africa

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
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

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Economics

Fireside Chats - Europe’s next response to Covid-19

Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.

19 min podcast | April 2020

Economics

The Global Economic Impact of Covid-19

Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.

3 min read | April 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

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Central Banks

UK and Euro Area Outlook 2020

New year, new decade, new risks?

2 min read | January 2020

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Central Banks

Global economic outlook 2020: On shaky foundations

17 min video | January 2020

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Central Banks

UK Outlook 2020

How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?

1 min read | January 2020

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Central Banks

Brexit & FX Outlook 2020

Will this New Year mean a New Brexit?

2 min video | January 2020

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Economics

Euro Area Outlook 2020

What's in store for the Euro Area as we move into 2020?

2 min video | January 2020

Economics

How and why is France one of the Euro Area’s star performers?

Among its struggling European peers, how has France managed to stay ahead of the game?

3 min read | November 2019

Technology

Does eFX still require a human touch?

Client demands for speed and efficiency, coupled with regulatory pressure for transparency, will continue to drive the growth of electronic trading, including trading of more complex products

4 min read | November 2019

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