Focused thinking: 4 min video
July 2018
Asia growth slowdown: six reasons why a growth slowdown lies ahead
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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
Focused thinking: 3 min read
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
Focused thinking: 2 min read
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)
A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
December 2017
Asia Economic Outlook 2018
Focused thinking: 6 min read
Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
November 2017
Get ready for rising rates
Over the past 30 years real interest rates in the UK and other developed economies ... [Read more]
September 2017
Will UK housing continue to stand tall or fall?
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
August 2017
The tranquil path of Asian inflation