Focused thinking: 2 min read
Out of the limited number of options available, what method can the BOJ use? ... [Read more]
February 2019
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
January 2019
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?
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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?
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Focused thinking: 4 min read
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
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Our main scenario is that recession and additional policy response will be avoided ... [Read more]
Japanese economy to remain at low ebb
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Highlights from Nomura Investment Forum Asia 2019
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
May 2019
What drives the oil price rise matters
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus ... [Read more]
Chinese hog cycle and inflation
While household debt outstrips incomes across the country, is the UK unusual among its peers? ... [Read more]
What does rising household debt mean for the UK economy?
Focused thinking: 2 min video
Australia in 2019: soft growth, falling house prices and RBA rate cuts
March 2019
Ten years after the financial crisis: a more stable financial system with new risks