Focused thinking: 26 min podcast | September 2021
Asia's tech cycle and growth opportunities to watch. ... [Read more]
Focused thinking: 3 min read | September 2021
Our weekly updated overview highlights the key releases ... [Read more]
Focused thinking: 28 min podcast | August 2021
China’s curbs on the property sector likely mean ... [Read more]
Focused thinking: 30 min podcast | August 2021
Is China approaching a slowdown? ... [Read more]
Focused thinking: 2 min read | August 2021
The Indonesian government has introduced more stringent measures ... [Read more]
Focused thinking: 3 min read | July 2021
Our TRIPTracker index indicates there's still a long ... [Read more]
Focused thinking: 2 min read | June 2021
Cassandra is currently highlighting six economies – including ... [Read more]
Focused thinking: 5 min read | June 2021
Businesses must move from corporate social responsibility to ... [Read more]
Covid-19 has prompted hospitals across Asia to increase ... [Read more]
Focused thinking: 3 min read | June 2021
It is time for global investors to recognize ... [Read more]
Focused thinking: 2 min read | May 2021
India’s second wave has resulted in a hit ... [Read more]
Focused thinking: 35 min podcast | May 2021
We discuss the impact of this recent wave ... [Read more]
Focused thinking: 4 min read | May 2021
The widening north/south divide could result in a ... [Read more]
Focused thinking: 30 min podcast | May 2021
Focused thinking: 34 min podcast | April 2021
The surge in Covid-19, and it's impact on ... [Read more]
Focused thinking: 2 min read | April 2021
With factors such as a moderate 2020 stimulus ... [Read more]
Focused thinking: 22 min podcast | March 2021
Which Emerging Markets are at risk of an ... [Read more]
Focused thinking: 30 min podcast | March 2021
We see two key longer-term factors supporting RMB ... [Read more]
Focused thinking: 43 min podcast | March 2021
How will the upcoming BoJ and ECB meetings ... [Read more]
Focused thinking: 3 min read | March 2021
As part of global moves toward reducing carbon ... [Read more]
Focused thinking: 3 min read | February 2021
Two countries – Egypt and Turkey – are ... [Read more]
Focused thinking: 27 min podcast | February 2021
With the return of fiscal activism, the baton ... [Read more]
Focused thinking: 3 min podcast | January 2021
Why are Asian economies going to be the ... [Read more]
Focused thinking: 2 min read | January 2021
Under a potentially strong recovery, life insurers and ... [Read more]
Focused thinking: 17 min video | December 2020
Focused thinking: 6 min read | December 2020
We are overall quite positive on the outlook ... [Read more]
Focused thinking: 39 min podcast | December 2020
Our Global outlook for 2021. ... [Read more]
Focused thinking: 30 min podcast | December 2020
What will 2021 mean for Asia's outlook? ... [Read more]
Focused thinking: 2 min read | December 2020
Dual circulation strategy is a combination of import ... [Read more]
Focused thinking: 28 min podcast | December 2020
What will 2021 mean for FX markets? ... [Read more]
Focused thinking: 37 min podcast | December 2020
Focused thinking: 3 min read | December 2020
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
Focused thinking: 3 min video | November 2020
Focused thinking: 3 min read | November 2020
Analysis of the rapid growth in 20 EM ... [Read more]
Focused thinking: 34 min video | November 2020
Focused thinking: 10 min read | November 2020
Following the recent US elections, we explore the ... [Read more]
Focused thinking: 7 min read | November 2020
The global pandemic and increasing severity of climate ... [Read more]
Focused thinking: 3 min podcast | November 2020
How are FX markets dealing with the recent ... [Read more]
Focused thinking: 56 min video | September 2020
Focused thinking: 4 min read | September 2020
If Biden wins in November, he is likely ... [Read more]
Focused thinking: 17 min podcast | September 2020
With a change in leadership after the resignation ... [Read more]
Focused thinking: 2 min read | August 2020
The online education industry in China has great ... [Read more]
Nomura forecasts real growth outpacing potential growth during ... [Read more]
Focused thinking: 29 min video | August 2020
Focused thinking: 2 min read | July 2020
The Chinese economy is still a long way ... [Read more]
Focused thinking: 18 min podcast | July 2020
The state of Asia's Emerging Markets and how ... [Read more]
Focused thinking: 3 min read | June 2020
Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]
Focused thinking: 4 min read | June 2020
NRI issues Japan’s first bond offering using blockchain ... [Read more]
As with most other industries, the lockdowns imposed ... [Read more]
With Covid-19 being a common factor affecting the ... [Read more]
Unsurprisingly, the hospital sector is one of the ... [Read more]
Focused thinking: 2 min read | June 2020
During our virtual Nomura Investment Forum Asia conference ... [Read more]
We develop a visual tool to assess the ... [Read more]
Focused thinking: 18 min podcast | May 2020
How have the Antipodes navigated COVID19 so well ... [Read more]
Focused thinking: 3 min read | April 2020
Focused thinking: 1 min read | April 2020
Damocles is based on a noise-to-signals approach in ... [Read more]
Focused thinking: 3 min read | March 2020
Japan's senior society facing severe economic cycle ... [Read more]
Focused thinking: 4 min read | February 2020
Attention is focusing on the global IT cycle ... [Read more]
Focused thinking: 5 min video | January 2020
Focused thinking: 1 min read | January 2020
We expect upstream companies to be more attractive ... [Read more]
Focused thinking: 17 min video | January 2020
Focused thinking: 5 min video | December 2019
Focused thinking: 1 min video | December 2019
Focused thinking: 4 min read | November 2019
NAM’s Innovation Lab Department and the Graduate School ... [Read more]
Focused thinking: 2 min video | November 2019
Nomura in focus: 6 min read | October 2019
Asia's healthcare sector has been deploying innovative strategies ... [Read more]
Focused thinking: 5 min read | October 2019
Expectations are growing that the BOJ will decide ... [Read more]
Focused thinking: 2 min read | September 2019
We have been downbeat on the global economic ... [Read more]
Focused thinking: 3 min video | July 2019
Focused thinking: 2 min read | July 2019
The policy reaction function of many of the ... [Read more]
Focused thinking: 4 min read | July 2019
Central bankers step up to the plate as ... [Read more]
Focused thinking: 3 min podcast | July 2019
For video surveillance companies in China, we believe ... [Read more]
Focused thinking: 2 min read | June 2019
The ongoing and escalating US-China trade friction is ... [Read more]
Focused thinking: 5 min read | June 2019
The downward pressure on the renminbi since last ... [Read more]
Focused thinking: 4 min read | June 2019
The biggest risk currently facing the global economy ... [Read more]
AI is predicted to add USD15.7 trillion to ... [Read more]
Focused thinking: 1 min read | June 2019
Nomura in focus: 6 min video | May 2019
Focused thinking: 2 min read | May 2019
We found that a sustained rise in oil ... [Read more]
Focused thinking: 2 min read | April 2019
While Beijing’s policymakers are trying to boost growth ... [Read more]
Focused thinking: 2 min video | April 2019
Focused thinking: 13 min podcast | March 2019
On March 8, 2019, some of our top ... [Read more]
Focused thinking: 2 min read | March 2019
Is good economics also good politics? It could ... [Read more]
Focused thinking: 2 min read | February 2019
ASEAN gross transaction value of mobile payments is ... [Read more]
Focused thinking: 1 min read | January 2019
Many are wondering whether Australia’s luck is running ... [Read more]
Focused thinking: 4 min read | January 2019
Due to various macro and micro issues (US-China ... [Read more]
Focused thinking: 2 min video | December 2018
Focused thinking: 0 min video | December 2018
Focused thinking: 1 min video | December 2018
Focused thinking: 3 min video | December 2018
Focused thinking: 7 min video | November 2018
Focused thinking: 5 min read | November 2018
Since the 2008 global financial crisis, major changes ... [Read more]
Focused thinking: 3 min read | November 2018
Computing architecture is advancing owing to memory hierarchy ... [Read more]
Focused thinking: 4 min read | October 2018
Current account deficits in Indonesia and the Philippines ... [Read more]
Focused thinking: 2 min read | September 2018
The ongoing investment recovery in Thailand is likely ... [Read more]
Focused thinking: 3 min read | September 2018
Despite the lessons learned from past crises, currency ... [Read more]
Focused thinking: 2 min read | August 2018
What are some of the patterns in Asia ... [Read more]
Focused thinking: 3 min read | July 2018
Artificial Intelligence (particularly machine learning) and big data ... [Read more]
Focused thinking: 4 min video | July 2018
Focused thinking: 2 min read | June 2018
While the first three industrial revolutions transformed our ... [Read more]
Focused thinking: 3 min read | June 2018
After decades of double-digit growth, China’s macroeconomic slowdown ... [Read more]
The first wave of global disinflation came from ... [Read more]
Focused thinking: 6 min read | June 2018
As China’s labour-intensive manufacturing industries fan out across ... [Read more]
Focused thinking: 3 min video | June 2018
Focused thinking: 3 min read | April 2018
BRI should deliver an economic win-win for China ... [Read more]
Four potential events this year could lead to ... [Read more]
Focused thinking: 1 min read | April 2018
In this study, our economists assess the impact ... [Read more]
Focused thinking: 3 min read | March 2018
Despite a number of challenging setbacks this year ... [Read more]
Focused thinking: 2 min read | March 2018
M2 growth has fallen sharply in China since ... [Read more]
Focused thinking: 6 min read | March 2018
In a time of global economic and political ... [Read more]
Focused thinking: 2 min read | February 2018
The National Pension Service (NPS) is Korea’s social ... [Read more]
Focused thinking: 1 min read | December 2017
A forecast of Asia’s sweet spot of solid ... [Read more]
Focused thinking: 5 min video | December 2017
Focused thinking: 4 min podcast | November 2017
With oil prices on the rise this year ... [Read more]
Focused thinking: 3 min read | September 2017
Using Confucius' theory of human life stages, we ... [Read more]
Focused thinking: 6 min video | August 2017
Focused thinking: 3 min read | August 2017
In their recent ‘Asia Special Report’, our economists ... [Read more]
Focused thinking: 11 min podcast | August 2017
Our Asia economists present their scorecard of 2 ... [Read more]
Focused thinking: 4 min read | May 2017
Since mid-2016, the FinTech industry in China has ... [Read more]