Focused thinking: 3 min read
The world remains in the grip of Covid-19, but the pandemic can also serve as ... [Read more]
July 2020
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Focused thinking: 21 min podcast
In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our ... [Read more]
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
October 2019
Focused thinking: 29 min video
August 2020
Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy. ... [Read more]
December 2020
Thailand: The economic fallout of political protests – this time is no different
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Analysis of the rapid growth in 20 EM central bank balance sheets and show how ... [Read more]
November 2020
Emerging markets’ quantitative easing amid rising investor discrimination
Focused thinking: 4 min read
If Biden wins in November, he is likely to usher in a new set of ... [Read more]
September 2020
Economic policy under a Biden administration
The world post Covid-19 (part 2)
The world 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]
June 2020
Nomura Investment Forum Asia: Asia equities market outlook
Focused thinking: 2 min video
November 2019
India: A difficult climb ahead
Risk of BOJ taking rates further into negative territory and investment strategies
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Japan: conditions for more BOJ easing and implications
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?