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Mixture of expectations and unease regarding recovery from COVID-19 pandemic ... [Read more]
November 2020
Japan: FY20-22 economic outlook revisions
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Focused thinking: 10 min read
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s ... [Read more]
Asia under Bidenomics
Focused thinking: 7 min read
The global pandemic and increasing severity of climate change are redefining how risks are managed ... [Read more]
Highlights from Nomura ESG conference 2020
Focused thinking: 31 min podcast
Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?
Companies overcoming cash flow issues caused by the pandemic may have to curb capex due ... [Read more]
Japan: Side effects of support measures for corporations
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With less than a week till Election Day, we've highlighted the key policies, swing states ... [Read more]
October 2020
The 2020 US Presidential Election - What to know?
Focused thinking: 28 min podcast
Fireside Chats – Euro Area Outlook: How is Europe riding the second wave of Covid-19?
Focused thinking: 17 min podcast
Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?
Focused thinking: 56 min video
September 2020
Indonesia: Thoughts on emerging policy challenges and risks
Fireside Chats - Korea Outlook: What are structural shifts reshaping Korea's economy?
Focused thinking: 4 min read
If Biden wins in November, he is likely to usher in a new set of ... [Read more]
Economic policy under a Biden administration
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Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in ... [Read more]
Why have European retail sales recovered so strongly?