Focused thinking: 3 min read
The expansion of shadow banking in China was driven by banks' risk appetite to pursue ... [Read more]
September 2017
China: coming out of the shadows
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Using Confucius' theory of human life stages, we compare stages of economic development of India ... [Read more]
China equity strategy: Add Japan and India to our comparative study
Focused thinking: 6 min video
August 2017
Highlights from Nomura Investment Forum Asia 2017
Focused thinking: 11 min podcast
Are striving tiger cubs the next phase of flying geese?
Is the US economy not as dynamic as it used to be?
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
The tranquil path of Asian inflation