Focused thinking: 2 min read
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially ... [Read more]
September 2018
Thailand: a fragile investment cycle
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Focused thinking: 3 min read
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
Focused thinking: 6 min podcast
August 2018
Key investment themes: Darker clouds appearing
What are some of the patterns in Asia with regards to fixing and policy rates ... [Read more]
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?
Focused thinking: 3 min video
Highlights from Nomura Investment Forum Asia 2018
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
More than 2.5 years on from the Brexit referendum and with the deal being rejected ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)