Focused thinking: 5 min video
December 2017
Outlook 2018: Asia
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Focused thinking: 7 min podcast
November 2017
Navigating US Tax Reform
Focused thinking: 2 min read
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
The great decoupling: are Asian central banks breaking from the Fed?
Focused thinking: 4 min podcast
Oil price moves: A big EM differentiator
Focused thinking: 1 min video
Eddie Jones: laser-sharp focus
Focused thinking: 6 min read
Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
Get ready for rising rates
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?
Focused thinking: 3 min read
The expansion of shadow banking in China was driven by banks' risk appetite to pursue ... [Read more]
China: coming out of the shadows
Using Confucius' theory of human life stages, we compare stages of economic development of India ... [Read more]
China equity strategy: Add Japan and India to our comparative study
Focused thinking: 6 min video
August 2017
Highlights from Nomura Investment Forum Asia 2017
Focused thinking: 11 min podcast
Is the US economy not as dynamic as it used to be?
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
The tranquil path of Asian inflation