Focused thinking: 2 min video
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and ... [Read more]
November 2019
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
October 2019
Focused thinking: 2 min read
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Focused thinking: 3 min read
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
India: A difficult climb ahead
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Risk of BOJ taking rates further into negative territory and investment strategies
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
April 2019
Australia in 2019: soft growth, falling house prices and RBA rate cuts
Many are wondering whether Australia’s luck is running out, amid slower global and regional growth ... [Read more]
January 2019
RBA growth downgrades are coming: is Australia’s luck running out?
The recovery in Japan's economic activity is still rolling on, but the growth momentum is ... [Read more]
Japan outlook 2019: gradual economic slowdown to continue