Focused thinking: 3 min read | June 2021
It is time for global investors to recognize ... [Read more]
Focused thinking: 4 min read | May 2021
The widening north/south divide could result in a ... [Read more]
Focused thinking: 2 min read | April 2021
With factors such as a moderate 2020 stimulus ... [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: 2 min read | December 2020
Dual circulation strategy is a combination of import ... [Read more]
Focused thinking: 4 min read | September 2020
If Biden wins in November, he is likely ... [Read more]
Focused thinking: 2 min read | August 2020
The online education industry in China has great ... [Read more]
Focused thinking: 2 min read | July 2020
The Chinese economy is still a long way ... [Read more]
Focused thinking: 4 min read | June 2020
As with most other industries, the lockdowns imposed ... [Read more]
Focused thinking: 3 min read | June 2020
Unsurprisingly, the hospital sector is one of the ... [Read more]
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Focused thinking: 17 min video | January 2020
Nomura in focus: 6 min read | October 2019
Asia's healthcare sector has been deploying innovative strategies ... [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
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: 2 min read | April 2019
In view of a slower economy, overseas exposure ... [Read more]
While Beijing’s policymakers are trying to boost growth ... [Read more]
Focused thinking: 13 min podcast | March 2019
On March 8, 2019, some of our top ... [Read more]
Focused thinking: 2 min video | December 2018
Focused thinking: 4 min video | December 2018
Focused thinking: 3 min video | December 2018
Focused thinking: 7 min video | November 2018
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: 3 min read | July 2018
Artificial Intelligence (particularly machine learning) and big data ... [Read more]
Focused thinking: 3 min read | June 2018
After decades of double-digit growth, China’s macroeconomic slowdown ... [Read more]
Focused thinking: 2 min read | March 2018
M2 growth has fallen sharply in China since ... [Read more]
Focused thinking: 1 min read | December 2017
A forecast of Asia’s sweet spot of solid ... [Read more]