Article: 6 min read | May 2019

How will asset managers survive in a data driven world?

Asset management’s next phase of disruption has arrived ... [Read more]

Focused thinking: 2 min read | April 2019

Chinese hog cycle and inflation

While Beijing’s policymakers are trying to boost growth ... [Read more]

Focused thinking: 2 min video | March 2019

Ten years after the financial crisis: a more stable financial system with new risks

Focused thinking: 2 min read | February 2019

ASEAN internet: Opening up the mobile wallet

ASEAN gross transaction value of mobile payments is ... [Read more]

Focused thinking: 4 min read | January 2019

APAC technology: is there light at the end of the tunnel?

Due to various macro and micro issues (US-China ... [Read more]

Focused thinking: 3 min read | July 2018

China FinTech – 2018: survival of the fittest

Artificial Intelligence (particularly machine learning) and big data ... [Read more]

Focused thinking: 2 min read | June 2018

Digital disinflation: a powerful force taking off in emerging markets

The first wave of global disinflation came from ... [Read more]

Focused thinking: 3 min read | September 2017

China: coming out of the shadows

The expansion of shadow banking in China was ... [Read more]

Focused thinking: 3 min read | September 2017

China equity strategy: Add Japan and India to our comparative study

Using Confucius' theory of human life stages, we ... [Read more]

Focused thinking: 6 min video | August 2017

Highlights from Nomura Investment Forum Asia 2017

Focused thinking: 3 min read | August 2017

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists ... [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: 4 min read | May 2017

China FinTech: from exuberance to execution

Since mid-2016, the FinTech industry in China has ... [Read more]