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With Covid-19 being a common factor affecting the economy across industries, we also take a ... [Read more]
June 2020
Nomura Investment Forum Asia: ESG perspectives
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Focused thinking: 2 min read
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
Focused thinking: 3 min read
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
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May 2020
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?
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April 2020
World after reopening and ideas for Japanese equities
Focused thinking: 1 min read
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises
Focused thinking: 24 min podcast
Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again
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Fireside Chats - Europe’s next response to Covid-19
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide ... [Read more]
The Global Economic Impact of Covid-19
Japan's senior society facing severe economic cycle ... [Read more]
March 2020
Will Covid-19 tip the Japanese economy into recession?