Focused thinking: 18 min podcast | September 2020

Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?

What would the 2020 US election mean for ... [Read more]

Focused thinking: 6 min read | September 2020

The Covid-19 Crisis will Accelerate the Adoption of ESG Policies

Demand for sustainable finance solutions and products will ... [Read more]

Focused thinking: 4 min read | August 2020

Covid-19 a blessing in disguise for climate change?

We look at 6 ways that COVID-19 has ... [Read more]

Focused thinking: 3 min read | June 2020

FX Options: Embracing the Potential of Platforms

Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]

Focused thinking: 4 min read | June 2020

Nomura Investment Forum Asia: Covid-19 will reshape global auto industry

As with most other industries, the lockdowns imposed ... [Read more]

Focused thinking: 4 min read | June 2020

Nomura Investment Forum Asia: ESG perspectives

With Covid-19 being a common factor affecting the ... [Read more]

Focused thinking: 3 min read | June 2020

Nomura Investment Forum Asia: Asia healthcare post Covid-19

Unsurprisingly, the hospital sector is one of the ... [Read more]

Focused thinking: 2 min read | June 2020

Nomura Investment Forum Asia: Asia equities market outlook

During our virtual Nomura Investment Forum Asia conference ... [Read more]

Focused thinking: 2 min read | June 2020

Gauging the risk of a second wave of Covid-19

We develop a visual tool to assess the ... [Read more]

Focused thinking: 18 min podcast | June 2020

Fireside Chats - Forecasting a second wave of Covid-19

Is mobility data the next tool in the ... [Read more]

Focused thinking: 18 min podcast | May 2020

Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?

How have the Antipodes navigated COVID19 so well ... [Read more]

Focused thinking: 9 min podcast | May 2020

Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

Craig Chan our Global Head of FX Strategy ... [Read more]

Focused thinking: 3 min read | April 2020

World after reopening and ideas for Japanese equities

Focused thinking: 1 min read | April 2020

Damocles update 3: Our early warning indicator of exchange rate crises

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 5 min video | January 2020

Event Risk Radar

Focused thinking: 2 min video | January 2020

Euro Area Outlook 2020

Focused thinking: 5 min video | December 2019

Preparing for the next surge in food prices

Focused thinking: 3 min read | November 2019

How and why is France one of the Euro Area’s star performers?

Among its struggling European peers, how has France ... [Read more]

Focused thinking: 2 min video | November 2019

India: A difficult climb ahead

Focused thinking: 2 min video | October 2019

Indonesia: The return of fiscal conservatism

Focused thinking: 5 min read | October 2019

Risk of BOJ taking rates further into negative territory and investment strategies

Expectations are growing that the BOJ will decide ... [Read more]

Focused thinking: 2 min read | October 2019

What's the impact of Brexit on the UK Auto Industry?

We update and expand the scope of our ... [Read more]

Focused thinking: 2 min read | September 2019

Nearing an inflection point: Preparing for a change in global growth velocity

We have been downbeat on the global economic ... [Read more]

Focused thinking: 4 min read | September 2019

Is the US on the verge of a recession?

With clear signs that the US economy has ... [Read more]

Article: 3 min read | August 2019

Bonsai: A miniature view of global markets

Bonsai trees and shrubs encapsulate the serenity of ... [Read more]

Focused thinking: 3 min video | July 2019

Asia mid-year equities outlook 2019

Focused thinking: 2 min read | July 2019

Are the major central banks trapped?

The policy reaction function of many of the ... [Read more]

Focused thinking: 4 min read | July 2019

Global midyear economic outlook 2019

Central bankers step up to the plate as ... [Read more]

Focused thinking: 3 min podcast | July 2019

Damocles update: Who is at risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 2 min read | July 2019

China video surveillance: Secure ground in the homeland

For video surveillance companies in China, we believe ... [Read more]

Focused thinking: 2 min read | June 2019

US-China trade diversion: Who benefits?

The ongoing and escalating US-China trade friction is ... [Read more]

Focused thinking: 5 min read | June 2019

NIFA featured article - Will the renminbi crack seven?

The downward pressure on the renminbi since last ... [Read more]

Focused thinking: 4 min read | June 2019

NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter

The biggest risk currently facing the global economy ... [Read more]

Focused thinking: 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

Focused thinking: 2 min read | May 2019

What drives the oil price rise matters

We found that a sustained rise in oil ... [Read more]

Article: 2 min read | May 2019

What do Japanese gardens tell us about financial markets?

We identify the 6 key themes between banking ... [Read more]

Focused thinking: 2 min read | April 2019

China home appliances: Structural positives, near-term challenges

In view of a slower economy, overseas exposure ... [Read more]

Focused thinking: 9 min video | April 2019

Low volatility, but can it last?

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 read | April 2019

What does rising household debt mean for the UK economy?

While household debt outstrips incomes across the country ... [Read more]

Focused thinking: 2 min video | April 2019

Australia in 2019: soft growth, falling house prices and RBA rate cuts

Focused thinking: 1 min read | February 2019

Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?

We’ve seen the market shift regimes where growth ... [Read more]

Focused thinking: 3 min video | February 2019

Europe in 2019: What will drive a recovery this year?

Focused thinking: 1 min read | February 2019

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

Our UK 2019 outlook looks at how the ... [Read more]

Focused thinking: 6 min read | February 2019

Globalisation: Stalling or reversing?

We argue that there are several fundamental forces ... [Read more]

Focused thinking: 1 min read | January 2019

RBA growth downgrades are coming: is Australia’s luck running out?

Many are wondering whether Australia’s luck is running ... [Read more]

Case study: 2 min read | January 2019

Spearheading game-changing East-West M&A deals as Asia’s leading investment bank

Asian M&A shows no sign of abating — ... [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: 1 min video | December 2018

India outlook 2019: elephant to lose stamina

Focused thinking: 2 min video | December 2018

Korea outlook 2019: expect a counter-cyclical BOK policy

Case study: 1 min read | December 2018

New directions: diversification of alternative risk premia strategies

Despite a difficult year, investors remain keen to ... [Read more]

Focused thinking: 1 min read | December 2018

New directions: diversification of alternative risk premia strategies

Despite a difficult year, investors remain keen to ... [Read more]

Focused thinking: 7 min video | November 2018

US-Sino trade friction: not all a lose-lose outcome for Asia

Focused thinking: 5 min read | November 2018

Getting to know the rule setters: gauging how Asia’s central banks set policy

Since the 2008 global financial crisis, major changes ... [Read more]

Focused thinking: 3 min read | November 2018

New technology: memory hierarchy emerge through the mix

Computing architecture is advancing owing to memory hierarchy ... [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 | August 2018

Why global bonds are still attractive to Japanese issuers

Issuance hit a record high in 2017 and ... [Read more]

Case study: 3 min read | August 2018

East meets West: How China’s Geely connected with Volvo Trucks

Nomura’s structuring apportioned risk between the various counterparties ... [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: 4 min read | July 2018

DEFCON 4: Financial Risks are Rising. Vigilance Should, Too

The movie WarGames helped introduce the DEFCON system ... [Read more]

Focused thinking: 3 min read | June 2018

No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability

After decades of double-digit growth, China’s macroeconomic slowdown ... [Read more]

Focused thinking: 3 min video | June 2018

Why market volatility is inevitable

Focused thinking: 6 min read | June 2018

ASEAN: One body, many faces

As China’s labour-intensive manufacturing industries fan out across ... [Read more]

Focused thinking: 3 min video | June 2018

Highlights from Nomura Investment Forum Asia 2018

Focused thinking: 8 min podcast | May 2018

Global Emerging Markets Podcast Series

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

Focused thinking: 1 min read | May 2018

Higher oil prices drive EM divergence

A continued rise in oil prices would divide ... [Read more]

About us

We’re always looking for opportunities born out of ... [Read more]

Focused thinking: 3 min read | April 2018

Where are the risks in an EM snapback?

Four potential events this year could lead to ... [Read more]

Focused thinking: 3 min read | March 2018

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

Despite a number of challenging setbacks this year ... [Read more]

Focused thinking: 6 min read | March 2018

Japanese cross-border M&A takes off

In a time of global economic and political ... [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: 3 min read | August 2017

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists ... [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]