Focused thinking: 29 min video
August 2020
The world post Covid-19 (part 2)
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Focused thinking: 34 min podcast
Fireside Chats - The World After Covid-19: What can we expect?
Focused thinking: 3 min read
What are the Global implications of diversifying from China? ... [Read more]
Diversification from China: The push and pull factors
The world remains in the grip of Covid-19, but the pandemic can also serve as ... [Read more]
July 2020
The world post Covid-19
Focused thinking: 21 min podcast
Fireside Chats - The EU recovery fund: The what, the why, the how?
Focused thinking: 2 min read
The Chinese economy is still a long way away from a full recovery, and it ... [Read more]
China: Estimating recovery momentum from the supply side
Focused thinking: 28 min podcast
June 2020
Fireside Chats - The 2020 Presidential Election: What will it mean for markets?
Focused thinking: 4 min read
With Covid-19 being a common factor affecting the economy across industries, we also take a ... [Read more]
Nomura Investment Forum Asia: ESG perspectives
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what ... [Read more]
Nomura Investment Forum Asia: Asia equities market outlook
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the ... [Read more]
Nomura Investment Forum Asia: Global economic outlook post Covid-19
We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]
Gauging the risk of a second wave of Covid-19
Focused thinking: 18 min podcast
May 2020
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?