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?

play
Emerging Markets

Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.

Is China becoming more self-sufficient?

3 min video | November 2020

Economics

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).

3 min read | November 2020

play
Emerging Markets

Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?

How much of an impact are the recent protests having on the Thai Economy?

34 min video | November 2020

Economics

Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.

7 min read | November 2020

play
Emerging Markets

Fireside Chats – Emerging Markets FX Insights

Is Indonesian 'helicopter money' keeping their economy aflight?

26 min podcast | October 2020

Emerging Markets

China Education: Embracing the Online Boom

The online education industry in China has great growth potential, with market size expected to double in five years.

2 min read | August 2020

play
Central Banks

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

Economics

China: Estimating Recovery Momentum from the Supply Side

The Chinese economy is still a long way away from a full recovery, and it is too early for the PBoC to reverse its stance on policy easing.

2 min read | July 2020

play
Emerging Markets

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

The state of Asia's Emerging Markets and how they got there.

18 min podcast | July 2020

Economics

Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19

During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.

3 min read | June 2020

Economics

Gauging the Risk of a Second Wave of Covid-19

We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.

2 min read | June 2020

play
Emerging Markets

Fireside Chats - How are Asia's Emerging Markets supporting the bottom of the pyramid?

In this week’s episode Euben Paracuelles discusses how some Asia's EMs are coping with the impact of the COVID-19.

16 min podcast | May 2020

1 2 3 4 5 6 7