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

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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Economics

What is fuelling trade in global emerging markets?

2 min read | April 2018

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Economics

How is technology transforming global emerging markets?

Technology has transformed the global economy, and it’s giving emerging markets a competitive advantage.

1 min video | April 2018

Economics

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

3 min read | March 2018

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Economics

Global Emerging Markets Seminar 2018

In February we hosted our annual Global Emerging Markets Seminar in London, hearing from cross-asset clients, industry thought leaders and Nomura’s EM expertise

1 min video | February 2018

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Economics

Outlook 2018: Asia

5 min video | December 2017

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Economics

Oil price moves: A big EM differentiator

4 min podcast | November 2017

Economics

China equity strategy: Add Japan and India to our comparative study

3 min read | September 2017

Economics

The tranquil path of Asian inflation

3 min read | August 2017

Economics

Are striving tiger cubs the next phase of flying geese?

11 min podcast | August 2017

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