Focused Thinking

Podcasts

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Our podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.
Central Banks
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MacroBrew: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.

27 min video | January 2023

Sustainability
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ESG360 – The ‘S’ Factor in East Asia: Key Takeaways from the Series

We review the key points discussed in our ESG in East Asia series, including the diversity dividend and employment, demographic pressures and business opportunities.

26 min video | December 2022

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Central Banks

MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

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Economics

MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches

80 min video | December 2022

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Central Banks

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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Sustainability

The Diversity Dividend - Equity as the Bridge to Inclusion

We explore how investment in high quality human capital development programmes for a new dynamic era of inclusion is not only essential for unlocking the diversity dividend, it benefits organizational performance.

21 min video | December 2022

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Sustainability

ESG360 – COP27: A Review of the UN's Climate Change Conference

We review the proposals, announcements and progress discussed at the UN's Climate Change Conference held in Egypt in November 2022.

33 min video | November 2022

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Economics

Asia Macro in 30: Macro-financial vulnerabilities in Asia

With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.

30 min podcast | November 2022

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Central Banks

MacroBrew – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections

31 min video | November 2022

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Sustainability

ESG360 – Gender Equality, Disability and the Diversity Dividend

We take note of how companies in East Asia compare to European peers in addressing diversity in the workplace, and what these companies can do to embrace disabled workers and achieve gender equality for the long run.

22 min video | October 2022

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Central Banks

MacroBrew – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Sustainability

ESG360 – How AgTech is Revolutionising the Food Chain

In this podcast, we explore how factors such as climate change, a population explosion and food security are driving AgTech solutions like insect protein and lab-grown meat.

28 min video | October 2022

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Economics

MacroBrew - Asia macro talk in 30: Peak inflation?

31 min podcast | September 2022

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Economics

MacroBrew - Are we Heading into a Global Food Crisis?

A webinar with Mr. Ahmad Mukhtar, Senior Economist

60 min video | September 2022

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