Focused thinking: 2 min read | May 2019

What drives the oil price rise matters

We found that a sustained rise in oil ... [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 | April 2019

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

Focused thinking: 13 min podcast | March 2019

Asia Top Ideas Breakfast Series

On March 8, 2019, some of our top ... [Read more]

Focused thinking: 3 min read | March 2019

India: the 'frown curve' – why politics and economics don’t always smile

Is good economics also good politics? It could ... [Read more]

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: 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]

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: 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

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

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: 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?

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