Focused Thinking



China’s Dual Circulation Strategy: A Tale of Chips Versus Homes

Dual circulation strategy is a combination of import substitution and domestic demand expansion. It seems to be a natural growth strategy for China.

2 min read | December 2020


Classification of Risks Is Key to Tackling Climate Change

Absence of clear standards makes analyzing the financial risk differential between green and brown assets challenging for financial institutions.

5 min read | December 2020


Can you put a price on pollution?

Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?

3 min read | December 2020

Central Banks

Thailand: The Economic Fallout of Political Protests – This Time is No Different

Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.

3 min read | December 2020


How the UK Economy is fast becoming the runt of the G10 litter?

Will the UK be able to vaccinate itself against a weakening economy?

3 min read | November 2020


Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).

3 min read | November 2020


Asia under Bidenomics

Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.

10 min read | November 2020


Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.

7 min read | November 2020


Japan: Side effects of support measures for corporations

Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt

2 min read | November 2020


The 2020 US Presidential Election - What to know?

With less than a week till Election Day, we've highlighted the key policies, swing states, probabilities, events and more to keep in mind.

3 min read | October 2020


Economic Policy under a Biden Administration

If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.

4 min read | September 2020


Why have European retail sales recovered so strongly?

Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.

3 min read | September 2020

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