Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
2 min read | June 2021
William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.
3 min read | June 2021
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2021 by region.
Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021
It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.
Our weekly update of the developments and key themes around the US economy
1 min read | June 2021
Taking stock and looking ahead
4 min read | June 2021
India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.
2 min read | May 2021
The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.
4 min read | May 2021
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
5 min read | May 2021