Focused thinking: 3 min read
Unsurprisingly, the hospital sector is one of the industries that has been most impacted by ... [Read more]
June 2020
Nomura Investment Forum Asia: Asia healthcare post Covid-19
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Focused thinking: 2 min read
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what ... [Read more]
Nomura Investment Forum Asia: Asia equities market outlook
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the ... [Read more]
Nomura Investment Forum Asia: Global economic outlook post Covid-19
We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]
Gauging the risk of a second wave of Covid-19
Focused thinking: 1 min read
Companies and investors set to benefit from new issuance of convertible bonds as they provide ... [Read more]
Sector challenges driving the rise of Convertible Bond issuance
Focused thinking: 4 min read
May 2020
US: Updating our Forecast as the Covid-19 Outbreak Matures
April 2020
World after reopening and ideas for Japanese equities
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide ... [Read more]
The Global Economic Impact of Covid-19
Japan's senior society facing severe economic cycle ... [Read more]
March 2020
Will Covid-19 tip the Japanese economy into recession?
Attention is focusing on the global IT cycle following the launch of commercial 5G services ... [Read more]
February 2020
Upturn in global IT cycle and the Japanese economy
Extending a long expansion ... [Read more]
2020 US Outlook: Extending a long expansion