Focused thinking: 3 min video
December 2018
Asia in 2019: always darkest before the dawn
Share this article:
Focused thinking: 3 min read
Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on ... [Read more]
November 2018
Oil price slump: A big EM differentiator
Focused thinking: 7 min video
US-Sino trade friction: not all a lose-lose outcome for Asia
Case study: 1 min read
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?
Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
Thailand: a fragile investment cycle
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
Focused thinking: 4 min video
July 2018
Asia growth slowdown: six reasons why a growth slowdown lies ahead
Focused thinking: 4 min read
The movie WarGames helped introduce the DEFCON system to the public back in 1983 (including ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be ... [Read more]
June 2018
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
Focused thinking: 1 min read
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm ... [Read more]
What are the five key drivers for Latin America FX in H2 2018?
Highlights from Nomura Investment Forum Asia 2018