The state of Asia's Emerging Markets and how they got there.
18 min podcast | July 2020
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
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
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
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.
5 min video | December 2019
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.
2 min video | November 2019
The Infrastructure and Power Finance (IPF) team is dedicated to providing capital solutions for energy, infrastructure and related assets.
2 min video | September 2019
The major theme that we are expecting for the second half of 2019 is something the Japanese call “Naibu Henka”, which translates to “internal change”.
3 min video | July 2019
The policy reaction function of many of the world’s major central banks looks to have changed and a number have yet again made a dovish shift. We argue that these central banks could be “trapped” in an ultra-loose monetary policy stance and are losing their ability to normalize policy.
2 min read | July 2019
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
3 min podcast | July 2019
For video surveillance companies in China, we believe there are a few ways to increase sales growth momentum: the first is to expand the market from video surveillance to the more broad-based security product market by providing access control, intruder alarm systems and physical security and other security-related products and services.
2 min read | July 2019