Focused Thinking
Economics
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Economics
Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Economics
Chinese consumer preference for higher-quality beer is an opportunity for breweries in the country.
2 min read | February 2024
Economics
Increased protectionism, US-China decoupling, US macro policies, pivot from green energy and America First foreign policy could adversely impact many Asian economies.
5 min read | February 2024
Economics
The Chinese market for GLP-1 drugs to treat diabetes and obesity could grow to US$11.4 billion by 2033.
2 min read | February 2024
Economics
A rules-based framework to project the trajectory of central bank policy rates suggests less easing than our forecasts in Korea and risks of deeper cuts in Thailand and China.
3 min read | January 2024
Annual Outlook
US growth momentum is slowing following the surprising resilience in 2023. We expect real GDP growth to average close to zero for 2024, with a below-trend average of 1.3% in H1 ahead of a mild recession in H2.
8 min read | January 2024
Annual Outlook
We forecast a very benign recession in the Euro Area, lasting three quarters from Q3 2023, and lopping only 0.5% off GDP. In the UK, economic growth has slowed but remains resilient. We forecast only mild, and short, near-term recessions, with risks in both directions.
4 min read | December 2023
Annual Outlook
We expect Asia to outperform the US and Europe due to stronger fundamentals and a recovery in the goods cycle.
4 min read | December 2023
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon after a relatively strong year.
4 min read | December 2023
Economics
After synchronized disinflation so far this year, we see more divergence in the inflation outlook for Asian economies. We identify the hot, warm and cold candidates.
4 min read | November 2023
Economics
China’s consumers are spending differently after the pandemic, turning selective on quality and trading down, said Shaun Rein of China Market Research Group.
3 min read | October 2023
Economics
Asia’s goods cycle has bottomed out and is headed higher over the next two quarters.
3 min read | October 2023