Focused thinking: 3 min podcast
July 2019
Damocles update: Who is at risk?
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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
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
Focused thinking: 1 min video
December 2018
India outlook 2019: elephant to lose stamina
Focused thinking: 2 min video
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
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
September 2018
Thailand: a fragile investment cycle