Focused thinking: 2 min read
We update and expand the scope of our analysis for the impact for global automakers ... [Read more]
October 2019
What's the impact of Brexit on the UK Auto Industry?
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We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?
Focused thinking: 3 min read
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Japan: conditions for more BOJ easing and implications
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
For video surveillance companies in China, we believe there are a few ways to increase ... [Read more]
China video surveillance: Secure ground in the homeland
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
US-China trade diversion: Who benefits?
Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
NIFA featured article - Will the renminbi crack seven?
NIFA featured article - New equilibrium: US-China tensions and the fate of free trade
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter
Our main scenario is that recession and additional policy response will be avoided ... [Read more]
Japanese economy to remain at low ebb