Focused Thinking
Economics
As investors weigh up whether US equities can defy gravity for another year, buying quality and selling junk stocks offers a hedge in the event of a downturn.
3 min read | February 2025
Economics
The Johor-Singapore Special Economic Zone agreement was signed on January 7
2 min read | January 2025
Economics
Despite low inflation and soft growth, currency weakness is constraining some Asian central banks’ ability to cut policy rates
5 min read | January 2025
Japan in focus
The emergence of generative AI represents a springboard for economic growth and digital transformation for Japan.
3 min read | January 2025
Annual Outlook
The policies of the incoming Trump administration are likely to drive the outlook for growth and inflation in 2025. We expect a ramp-up in tariffs early next year that leads to a pickup in inflation and slower investment growth partly offset by an extension of the Trump tax cuts and deregulation.
9 min read | January 2025
Economics
The result of the 2024 US presidential election was not a win for Trump, but rather a loss for America’s elite, according to Richard Koo, Chief Economist, Nomura Research Institute
3 min read | December 2024
Annual Outlook
The ECB’s focus is shifting from high inflation to worries about anemic economic growth. We increasingly believe the consumer-led recovery is unlikely to materialize. Consequently, we expect the ECB to lower rates to below neutral to support the economy
8 min read | December 2024
Economics
Companies in Japan have been on a long march towards becoming technology leaders
3 min read | December 2024
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal
4 min read | December 2024
Rates
Regulatory drivers combined with higher rates are reshaping a corner of the derivatives market
4 min read | December 2024
Annual Outlook
Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China
4 min read | December 2024
Emerging Markets
The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year
3 min read | December 2024
Economics
The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.
5 min read | November 2024
Economics
Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.
3 min read | November 2024