Focused thinking: 6 min read
As China’s labour-intensive manufacturing industries fan out across the wider region and local firms flex ... [Read more]
June 2018
ASEAN: One body, many faces
Share this article:
Focused thinking: 3 min video
Highlights from Nomura Investment Forum Asia 2018
Focused thinking: 3 min read
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
More than two years on from the Brexit referendum, the UK’s latest annual rate of ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
Focused thinking: 8 min podcast
Global Emerging Markets Podcast Series
Focused thinking: 2 min read
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
Focused thinking: 1 min read
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]
Higher oil prices drive EM divergence
BRI should deliver an economic win-win for China and the countries it covers; China will ... [Read more]
April 2018
The Belt and Road Initiative: Globalization, China style
Focused thinking: 4 min read
Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]
Where are the risks in an EM snapback?
Focused thinking: 2 min video
What geopolitical risks are driving global emerging markets?
What is fuelling trade in global emerging markets?
How is technology transforming global emerging markets?