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?

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Economics

Asia Growth Slowdown: Six Reasons Why a Growth Slowdown Lies Ahead

4 min video | July 2018

Economics

No Anesthesia: Asia’s Giant Accepts Reform Pain in Exchange for Sustainability

3 min read | June 2018

Economics

What are the five key drivers for Latin America FX in H2 2018?

1 min read | June 2018

Emerging Markets

Digital Disinflation: a Powerful Force Taking Off in Emerging Markets

2 min read | June 2018

Economics

From the factory to the lab: Central and Eastern Europe’s innovation push

Central and Eastern Europe has been a manufacturing hub for the continent, but the model is creaking; will digital and software innovation provide growth?

4 min read | June 2018

Economics

ASEAN: One body, many faces

6 min read | June 2018

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Central Banks

Highlights from Nomura Investment Forum Asia 2018

3 min video | June 2018

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Economics

Global Emerging Markets Podcast Series

This podcast series highlights the potential for destabilization caused by a US bond market selloff, a global QE unwind, a China growth slowdown and a trade war

8 min podcast | May 2018

Economics

Brazil: What is currently priced in? (Presidential election edition)

2 min read | May 2018

Emerging Markets

Higher Oil Prices Drive EM Divergence

We believe a continued rise in oil prices would divide EM by economic performance, for two main reasons...

1 min read | May 2018

Economics

The Belt and Road Initiative: Globalization, China Style

3 min read | April 2018

Emerging Markets

Where are the risks in an EM snapback?

Continued 'Goldilocks' economic conditions have led EM investors to view the glass as half full, but four key triggers could lead to a snapback for EM

3 min read | April 2018

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