Case study: 2 min read
Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As ... [Read more]
January 2019
Spearheading game-changing East-West M&A deals as Asia’s leading investment bank
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Focused thinking: 3 min read
Our Brexit analysis looks into the effects that political uncertainty will have on the global ... [Read more]
Focused thinking: 2 min video
We believe Korea’s economic cycle will enter and remain in a contraction phase in 2019-20 ... [Read more]
December 2018
Focused thinking: 2 min read
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
US-China trade diversion: Who benefits?
Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
NIFA featured article - Will the renminbi crack seven?
Focused thinking: 4 min read
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter
Focused thinking: 1 min read
Highlights from Nomura Investment Forum Asia 2019
Is good economics also good politics? It could be argued that the experience of the ... [Read more]
March 2019
India: the 'frown curve' – why politics and economics don’t always smile
New Year, New Brexit?
Focused thinking: 1 min video
India outlook 2019: elephant to lose stamina
Korea outlook 2019: expect a counter-cyclical BOK policy
Focused thinking: 3 min video
Asia in 2019: always darkest before the dawn
Focused thinking: 7 min video
November 2018
US-Sino trade friction: not all a lose-lose outcome for Asia
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook