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With Covid-19 being a common factor affecting the economy across industries, we also take a ... [Read more]
June 2020
Nomura Investment Forum Asia: ESG perspectives
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Focused thinking: 3 min read
Unsurprisingly, the hospital sector is one of the industries that has been most impacted by ... [Read more]
Nomura Investment Forum Asia: Asia healthcare post Covid-19
Focused thinking: 2 min read
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what ... [Read more]
Nomura Investment Forum Asia: Asia equities market outlook
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the ... [Read more]
Nomura Investment Forum Asia: Global economic outlook post Covid-19
We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]
Gauging the risk of a second wave of Covid-19
Focused thinking: 18 min podcast
Fireside Chats - Forecasting a second wave of Covid-19
Focused thinking: 1 min read
Companies and investors set to benefit from new issuance of convertible bonds as they provide ... [Read more]
Sector challenges driving the rise of Convertible Bond issuance
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May 2020
Fireside Chats - How are Asia's Emerging Markets supporting the bottom of the pyramid?
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US: Updating our Forecast as the Covid-19 Outbreak Matures
Focused thinking: 9 min podcast
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
April 2020
World after reopening and ideas for Japanese equities