Focused Thinking
Rates
The impact of policy rates on bank lending-deposit rates and credit growth confirms that the RBI’s easing cycle is not over, say Nomura economists
3 min read | July 2025
Japan in focus
Japan’s 100-year-old companies demonstrate strength through continuous transformation.
3 min read | July 2025
Economics
Soaring tech and sluggish non-tech exports have led to a two-speed recovery in Asia. As front-loading effects fade, Nomura economists see another fork in the road
3 min read | July 2025
Economics
As we expect private consumption to remain subdued in the coming quarters, Nomura economists forecast 2025 GDP growth to come in at the lower end of the central bank’s forecast range
3 min read | July 2025
Economics
Nomura economists say the inevitable payback from China’s trade-in program and new restrictions on alcohol and catering could drag retail sales growth in H2
3 min read | July 2025
Rates
Is the US dollar undergoing a regime change and is it now set for a period of structural decline?
3 min read | July 2025
Economics
Amid trade tensions, it has become increasingly complex for Asian countries to negotiate trade deals with the US while maintaining economic ties with China
2 min read | June 2025
Economics
Nomura research examines key economic indicators, navigating between optimism and caution
2 min read | June 2025
Rates
Nomura expanded the small group of banks that offer green structured notes highlighting how the market continues to develop and innovate
3 min read | June 2025
Economics
A New Frontier in US-China Tensions
2 min read | June 2025
Focused thinking
Singapore will continue to look for ways to strengthen its position as a trusted financial center, as global financial institutions set up and expand their regional businesses in the city-state
2 min read | June 2025
Economics
Investors often find signals from China’s two-tier policy rate system perplexing. The Chinese central bank’s recent moves aim to streamline its policy rate framework, better guide market interest rates and improve liquidity management
2 min read | June 2025
Economics
An agreement similar to the 1985 Plaza Accord is the right solution to protect free trade
3 min read | June 2025
Economics
Mick Mulvaney, former Acting Chief of Staff to President Trump, decodes his thinking on everything from tariffs to trade and the dollar
2 min read | June 2025