Focused thinking: 4 min read | November 2018

Overcast with a Mix of Sun and Rain: Asia Credit Outlook

Our balanced view on Asia’s credit markets at ... [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]

Focused thinking: 4 min read | October 2018

Surplus or Deficit: What drives the current account matters

Current account deficits in Indonesia and the Philippines ... [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: 3 min read | July 2018

China FinTech – 2018: Survival of the fittest

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

Focused thinking: 4 min video | July 2018

Asia growth slowdown: six reasons why a growth slowdown lies ahead

Focused thinking: 2 min read | June 2018

Asia Pacific technology: Bigger wave of the 4th Industrial Revolution

While the first three industrial revolutions transformed our ... [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: 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: 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: 3 min read | April 2018

The Belt and Road Initiative: Globalization, China style

BRI should deliver an economic win-win for China ... [Read more]

Focused thinking: 4 min read | April 2018

Where are the risks in an EM snapback?

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

Focused thinking: 1 min read | April 2018

Who would bear the brunt of increased US protectionism?

38 countries ultimately exposed. ... [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: 2 min read | March 2018

China: Beyond falling M2 growth

M2 growth has fallen sharply in China since ... [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: 1 min read | December 2017

Asia Economic Outlook 2018

A forecast of Asia’s sweet spot of solid ... [Read more]

Focused thinking: 5 min video | December 2017

Outlook 2018: Asia

Focused thinking: 4 min podcast | November 2017

Oil price moves: A big EM differentiator

With oil prices on the rise this year ... [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]