Focused thinking: 4 min read
Attention is focusing on the global IT cycle following the launch of commercial 5G services ... [Read more]
February 2020
Upturn in global IT cycle and the Japanese economy
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Focused thinking: 3 min read
Extending a long expansion ... [Read more]
2020 US Outlook: Extending a long expansion
Focused thinking: 5 min video
January 2020
Event Risk Radar
Focused thinking: 1 min read
We expect upstream companies to be more attractive in the tech sector in 2020. ... [Read more]
Asia Pacific technology: The bull phase to continue in 2020F
Focused thinking: 2 min read
New year, new decade, new risks? ... [Read more]
UK and Euro Area Outlook 2020
Focused thinking: 17 min video
Global economic outlook 2020: On shaky foundations
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery? ... [Read more]
UK Outlook 2020
Focused thinking: 2 min video
Brexit & FX Outlook 2020
Euro Area Outlook 2020
December 2019
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Focused thinking: 1 min video
Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Preparing for the next surge in food prices