Focused thinking: 17 min video
January 2020
Global economic outlook 2020: On shaky foundations
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Focused thinking: 1 min video
December 2019
Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Focused thinking: 2 min video
October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 2 min read
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 3 min video
July 2019
Asia mid-year equities outlook 2019
Focused thinking: 4 min read
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
Focused thinking: 3 min podcast
Damocles update: Who is at risk?
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?
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