Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
October 2019
Risk of BOJ taking rates further into negative territory and investment strategies
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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
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
Focused thinking: 2 min read
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Focused thinking: 4 min read
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
June 2019
NIFA featured article - Will the renminbi crack seven?
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
Focused thinking: 1 min read
Highlights from Nomura Investment Forum Asia 2019
Focused thinking: 2 min video
April 2019
Australia in 2019: soft growth, falling house prices and RBA rate cuts
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
February 2019
How will BOJ respond to calls for more easing?
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue