Focused thinking: 2 min video
January 2020
Euro Area Outlook 2020
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Focused thinking: 5 min video
December 2019
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Focused thinking: 1 min video
Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Preparing for the next surge in food prices
Focused thinking: 3 min read
Among its struggling European peers, how has France managed to stay ahead of the game? ... [Read more]
November 2019
How and why is France one of the Euro Area’s star performers?
India: A difficult climb ahead
October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
Focused thinking: 2 min read
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?
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