Focused thinking: 2 min read | September 2018

Thailand: a fragile investment cycle

Focused thinking: 3 min read | September 2018

Damocles: Our early warning indicator of exchange rate crises

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

Focused thinking: 3 min read | July 2018

China FinTech – 2018: Survival of the fittest

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

The first three industrial revolutions – powered by water and steam, electricity, and ... [Read more]

Focused thinking: 3 min read | June 2018

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

Focused thinking: 2 min read | June 2018

Digital disinflation: A powerful force taking off in emerging markets

Focused thinking: 6 min read | June 2018

ASEAN: One body, many faces

ASEAN is on the radar of global investors and multinationals, impressed by its ... [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

The Belt and Road Initiative (BRI), China’s ambitious infrastructure and investment plan worth ... [Read more]

Focused thinking: 4 min read | April 2018

Where are the risks in an EM snapback?

Continued 'Goldilocks' economic conditions and the hunt for yield are valid reasons why ... [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, India looks like it is ... [Read more]

Focused thinking: 2 min read | March 2018

China: Beyond falling M2 growth

We expect M2 growth to rebound over the next one to two quarters ... [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 security reserve fund. It was ... [Read more]

Focused thinking: 1 min read | December 2017

Asia Economic Outlook 2018

Economics: We expect Asia’s sweet spot of solid growth, strong capital inflows, tame ... [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

Oil prices are on the rise this year, with the price of Crude ... [Read more]

Focused thinking: 3 min read | September 2017

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

Across the board, better-than-expected interim results for the MSCI-China constituents, plus China’s macro ... [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

Our Asia economists write in their recent ‘Asia Special Report’ that they expect ... [Read more]

Focused thinking: 11 min podcast | August 2017

Are striving tiger cubs the next phase of flying geese?

FDI attractiveness reveals Asia's new magnets. ... [Read more]

Focused thinking: 4 min read | May 2017

China FinTech: From Exuberance to Execution

Over the past year, precautionary regulations have held back the "disruptive FinTech" and ... [Read more]