Focused Thinking
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?
Central Banks
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
Central Banks
We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.
6 min read | December 2020
Emerging Markets
What will 2021 mean for Asia's outlook?
30 min podcast | December 2020
Central Banks
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.
3 min read | December 2020
Emerging Markets
Is China becoming more self-sufficient?
3 min video | November 2020
Economics
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
Emerging Markets
How much of an impact are the recent protests having on the Thai Economy?
34 min video | November 2020
Economics
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
Emerging Markets
Is Indonesian 'helicopter money' keeping their economy aflight?
26 min podcast | October 2020
Emerging Markets
The online education industry in China has great growth potential, with market size expected to double in five years.
2 min read | August 2020
Central Banks
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
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
Emerging Markets
The state of Asia's Emerging Markets and how they got there.
18 min podcast | July 2020
Economics
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