Focused thinking: 1 min read
June 2019
Highlights from Nomura Investment Forum Asia 2019
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Focused thinking: 2 min read
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
Focused thinking: 13 min podcast
Asia Top Ideas Breakfast Series
Is good economics also good politics? It could be argued that the experience of the ... [Read more]
India: the 'frown curve' – why politics and economics don’t always smile
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