Focused thinking: 2 min video | February 2019

The UK in 2019: Why are global investors optimistic about the UK?

Focused thinking: 3 min video | February 2019

Emerging Markets in 2019: Is this a year of opportunities?

Focused thinking: 2 min read | January 2019

UK: Top 5 articles from 2018

As we move swiftly into 2019, see the ... [Read more]

Focused thinking: 2 min video | December 2018

Equity markets in 2019: soft power matters

Focused thinking: 1 min video | December 2018

Asia FX and rates outlook 2019

Focused thinking: 14 min podcast | December 2018

Global market predictions for 2019: The 9 grey swans.

Our listicle outlines what we think will be ... [Read more]

Focused thinking: 4 min video | December 2018

China outlook 2019: after winter comes spring

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

Focused thinking: 9 min podcast | December 2018

The Dollar in 2019: Bullish or Bearish?

Many factors have impacted the dollar’s correction - ... [Read more]

Focused thinking: 3 min read | November 2018

Oil price slump: A big EM differentiator

Oil prices have fallen sharply. This drop, if ... [Read more]

Focused thinking: 4 min read | November 2018

How X-Elio completed Japan’s largest solar sale

How X-Elio completed Japan’s largest solar sale – ... [Read more]

Focused thinking: 18 min podcast | October 2018

Will we have a Brexit deal agreed soon, Italy's growth outlook and what lies ahead for US-China trade friction?

The global slowdown, and more specifically the Eurozone ... [Read more]

Case study: 1 min read | September 2018

In the hunt for yield where are the new sources of volatility?

As mainstream markets evolve, structured products that focus ... [Read more]

Focused thinking: 2 min read | September 2018

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely ... [Read more]

Focused thinking: 3 min read | September 2018

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

What are some of the patterns in Asia ... [Read more]

Focused thinking: 1 min read | June 2018

What are the five key drivers for Latin America FX in H2 2018?

Owing to the recent dollar move, we revisit ... [Read more]

Focused thinking: 8 min podcast | May 2018

Global Emerging Markets Podcast Series

Goldilocks economic conditions of strong growth and low ... [Read more]

Focused thinking: 2 min read | May 2018

Brazil: What is currently priced in? (Presidential election edition)

Upcoming presidential elections in Brazil will continue having ... [Read more]

Focused thinking: 2 min video | April 2018

What geopolitical risks are driving global emerging markets?

Focused thinking: 2 min video | April 2018

What is fuelling trade in global emerging markets?

Focused thinking: 2 min video | April 2018

How is technology transforming global emerging markets?

Focused thinking: 1 min read | April 2018

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact ... [Read more]

Focused thinking: 2 min read | February 2018

Time for the National Pension Service to escape “home bias”

The National Pension Service (NPS) is Korea’s social ... [Read more]

Focused thinking: 6 min read | November 2017

Get ready for rising rates

Rising interest rates present challenges for both investors ... [Read more]

Focused thinking: 6 min podcast | October 2017

The inflation battle: Amazon vs the dollar

Subdued inflation across the major economies has been ... [Read more]

Focused thinking: 6 min video | August 2017

Highlights from Nomura Investment Forum Asia 2017

Focused thinking: 3 min read | August 2017

Why is the US dollar at the start of a multi-year downtrend?

Since it was allowed to flow freely in ... [Read more]

Focused thinking: 11 min podcast | August 2017

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 2 ... [Read more]

Focused thinking: 3 min read | January 2017

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in ... [Read more]