Focused Thinking

Emerging Markets

As the axis of global trade shifts, there are new connections that need to be understood. Emerging markets are continuing their path of development and becoming more central to global trade. Which countries will become closer and what are the connections between emerging markets’ progression, risks and opportunities?

Emerging Markets

Nomura Investment Forum Asia – 5G Rollout to Drive Revenue Growth at Chinese Telcos

The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.

2 min read | June 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

Emerging Markets

It’s the Decade to Double Down on Chinese Equities

It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.

3 min read | June 2021

Economics

Covid-19: India’s Second Wave is a Humanitarian Rather than an Economic Crisis

India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.

2 min read | May 2021

Economics

China: How the North/South Divide Highlights the Credit Risk Disparity

The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.

4 min read | May 2021

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Central Banks

The Risk of EM Central Bank Overreach

Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?

65 min podcast | April 2021

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Emerging Markets

Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.

Outlook for ASEAN economies.

27 min podcast | March 2021

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Emerging Markets

Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an exchange rate crisis?

22 min podcast | March 2021

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Central Banks

India Budget: In Fiscal Activism, India Takes a Chance on Growth

With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.

27 min podcast | February 2021

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Emerging Markets

Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?

Why are Asian economies going to be the outperformers of 2021?

3 min podcast | January 2021

Emerging Markets

China Financials: 2021F – A Year of Recovery

Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.

2 min read | January 2021

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Central Banks

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

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