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

China Video Surveillance: Secure Ground in the Homeland

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

Economics

US-China Trade Diversion: Who Benefits?

The ongoing and escalating US-China trade friction is no doubt negative for the world economy.

2 min read | June 2019

Central Banks

NIFA featured article - Will the Renminbi Crack Seven?

The downward pressure on the renminbi since last June is a function of market sentiment rather than the trade dispute, with the slowing of China's growth last year driven entirely by domestic factors.

5 min read | June 2019

Central Banks

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

The biggest risk currently facing the global economy is the lack of sufficient tools – both fiscal and monetary – available to policymakers to counter another downturn.

4 min read | June 2019

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Central Banks

Highlights from Nomura Investment Forum Asia 2019

1 min read | June 2019

Economics

What Drives the Oil Price Rise Matters

We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.

2 min read | May 2019

Economics

China Home Appliances: Structural Positives, Near-Term Challenges

In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.

2 min read | April 2019

Economics

Chinese Hog Cycle and Inflation

While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.

2 min read | April 2019

Economics

India: the 'Frown Curve' – why Politics and Economics don’t Always Smile

Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.

2 min read | March 2019

Emerging Markets

ASEAN internet: Opening up the mobile wallet

ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next 10 years.

2 min read | February 2019

Emerging Markets

Spearheading game-changing East-West M&A deals as Asia’s leading investment bank

Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As the only global investment bank anchored in Asia, Nomura is strongly positioned to advise companies aiming to close significant, value-accretive transactions that cut across borders and jurisdictions.

2 min read | January 2019

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Economics

Equity Markets in 2019: Soft Power Matters

As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.

2 min video | December 2018

Emerging Markets

Asia FX and rates outlook 2019

We believe the performance of Asia FX/local markets over the coming year can be categorized into three episodes.

0 min video | December 2018

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Central Banks

India Outlook 2019: Elephant to Lose Stamina

Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.

1 min video | December 2018

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