In February, we hosted our third annual Global Emerging Markets Seminar in London, bringing together cross-asset clients, industry thought leaders and Nomura’s emerging markets (EM) expertise from Latin America, CEEMEA and Asia.
1 min video | February 2018
The National Pension Service (NPS) is Korea’s social security reserve fund. It was created in 1988 to support the retirement benefits of its citizens. Asset allocation ultimately determines the long-term investment performance of any pension fund. We explore five reasons why the NPS will become more ambitious in accelerating its allocation shift to overseas assets, particularly equities.
2 min read | February 2018
With oil prices on the rise this year, we discuss its impact on different emerging markets (EM). The rise in oil prices redistributes the global income from consumers to producers, which can lead to a varied macroeconomic effect on the EM universe.
4 min podcast | November 2017
The expansion of shadow banking in China was driven by banks' risk appetite to pursue high returns against a backdrop of slower economic growth, economic rebalancing and behind-the-curve regulation of the sector. As China’s capital market continues to mature, the key for regulators will be to minimize and control the risks that shadow banking poses.
3 min read | September 2017