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
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
Share this article:
The world post Covid-19 (part 2)
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?
Focused thinking: 3 min podcast
Damocles update: Who is at risk?
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
June 2019
NIFA featured article - Will the renminbi crack seven?
Focused thinking: 1 min read
Highlights from Nomura Investment Forum Asia 2019