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.
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Volatility

Fireside Chats - Forecasting a second wave of Covid-19

Is mobility data the next tool in the fight against Covid-19?

18 min podcast | June 2020

Volatility

Sector challenges driving the rise of Convertible Bond issuance

Companies and investors set to benefit from new issuance of convertible bonds as they provide flexible finance solutions to corporates and high returns to investors.

1 min read | June 2020

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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

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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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