Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on emerging markets than developed markets.
3 min read | November 2018
Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino trade friction is a lose-lose proposition for the world economy, especially for Asia, home to some of the most open economies in the world.
7 min video | November 2018
As mainstream markets evolve, structured products that focus on volatility are becoming more central to risk management and investment. Traditional products, such as long-only equities or bonds, are no longer a sufficient means for investors to achieve their goals.
1 min read | September 2018
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially resulting in another adverse political environment, particularly for private investment.
2 min read | September 2018
Despite the lessons learned from past crises, currency crises still occur from time to time and spread contagiously when they happen. After receiving substantial capital inflows, some EM economies are under pressure this year.
3 min read | September 2018
What are some of the patterns in Asia with regards to fixing and policy rates? We analyze 14 EM rates markets through the prism of our rates expectation framework.
2 min read | August 2018
After nearly two years of an upcycle, signs are building that growth in Asia ex-Japan (AEJ) may be starting to roll over. By how much will Asian growth slow down and why?
4 min video | July 2018
The movie WarGames helped introduce the DEFCON system to the public back in 1983 (including a 14-year-old future bank strategist who took his first date to the movie, perhaps explaining why it remains memorable). DEFCON—or defense readiness condition—reflects U.S. military preparedness for war on a rising scale of severity.
4 min read | July 2018
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be a key feature of any serious analysis of the global economy. If there’s one immediate challenge in China this year, it's soaring property prices.
3 min read | June 2018
Owing to the recent dollar move, we revisit the main drivers and forecasts for LatAm FX in H2 2018. We have identified the following five key drivers which are likely to continue to be important in terms of currency performance in the second-half of the year.
1 min read | June 2018
We held our 15th annual Nomura Investment Forum Asia (NIFA) from June 4 to 7, 2018 in Singapore. Hear from some of our key speakers with highlights from the conference.
3 min video | June 2018
As banks savor the possibility of deregulation, many are anticipating a ramp up in new lending. While this optimism may feel good in the moment, it’s important to keep in mind a lesson from history: when legislators make decisions in highly regulated areas, unintended consequences often result.
3 min read | May 2018
Upcoming presidential elections in Brazil will continue having a key role in local asset prices. Therefore, a clearer understanding of what the market is pricing in with regard to the presidential election outcome (and the implications for the approval of long-awaited pension reform) will be key for trading Brazil over the coming months.
2 min read | May 2018