Focused thinking: 1 min read
June 2019
Highlights from Nomura Investment Forum Asia 2019
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Focused thinking: 2 min video
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?
Focused thinking: 2 min read
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
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December 2018
Asia FX and rates outlook 2019
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Asia in 2019: always darkest before the dawn
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Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
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As mainstream markets evolve, structured products that focus on volatility are becoming more central to ... [Read more]
September 2018
In the hunt for yield where are the new sources of volatility?
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
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Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: our early warning indicator of exchange rate crises
What are some of the patterns in Asia with regards to fixing and policy rates ... [Read more]
August 2018
Deciphering EM rate expectations