Focused Thinking
Economics
Tariffs will soon begin to bite, impacting exports and investment, but strong demand for artificial intelligence and a memory supercycle should power a concentrated recovery
4 min read | October 2025
Investment Banking
With a combination of attractive yields, a resilient Australian economy and evolving market infrastructure, the kangaroo bond market will play an increasingly important role in global fixed income
3 min read | October 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
4 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Investment Banking
The increasing depth, sophistication, and diversity of participants has shielded dealmaking from tariff uncertainty, and suggests a healthy dealmaking environment going forward
5 min read | October 2025
Technology
The integrity of global financial markets in an AI-enabled future depends on coordinated implementation across the interconnected network of market participants, service providers, and oversight bodies
8 min read | September 2025
Economics
Evidence from US import prices and Asia's export prices suggests Asian exporters are absorbing one-fifth of US tariffs, while passing on the remaining costs
4 min read | September 2025
Economics
The recent stock market rally should have a limited expansionary impact on China’s real economic growth
3 min read | September 2025
Volatility
Tariff-related volatility is changing block trading patterns, making understanding the nuances of dark liquidity more critical to navigate stock trading in Europe.
3 min read | September 2025
Economics
As the standoff between the two countries continues, we analyze likely scenarios, macro spillovers, and India's countercyclical and strategic response
2 min read | September 2025
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025
Economics
Behind headline tariffs is a deeper story: Asia's struggle to balance US demands against economic consequences
3 min read | August 2025
Focused thinking
China’s auto market is poised for further growth amid intensifying competition; the US market faces tariff-related challenges but automakers are adapting; while prospects are mixed in Indonesia, Thailand, and India
4 min read | August 2025