Focused thinking: 2 min read | January 2021

China financials: 2021F – A year of recovery

Under a potentially strong recovery, life insurers and ... [Read more]

Focused thinking: 17 min video | December 2020

2021 Equities Outlook: ...it is more about 2022

Focused thinking: 6 min read | December 2020

Asia Outlook 2021 – Bracing for reflation

We are overall quite positive on the outlook ... [Read more]

Focused thinking: 2 min read | December 2020

China’s dual circulation strategy: A tale of chips versus homes

Dual circulation strategy is a combination of import ... [Read more]

Focused thinking: 4 min read | September 2020

Economic policy under a Biden administration

If Biden wins in November, he is likely ... [Read more]

Focused thinking: 2 min read | August 2020

China education: Embracing the online boom

The online education industry in China has great ... [Read more]

Focused thinking: 2 min read | July 2020

China: Estimating recovery momentum from the supply side

The Chinese economy is still a long way ... [Read more]

Focused thinking: 4 min read | June 2020

Nomura Investment Forum Asia: Covid-19 will reshape global auto industry

As with most other industries, the lockdowns imposed ... [Read more]

Focused thinking: 3 min read | June 2020

Nomura Investment Forum Asia: Asia healthcare post Covid-19

Unsurprisingly, the hospital sector is one of the ... [Read more]

Focused thinking: 3 min read | June 2020

Nomura Investment Forum Asia: Global economic outlook post Covid-19

During our virtual Nomura Investment Forum Asia conference ... [Read more]

Focused thinking: 17 min video | January 2020

Global economic outlook 2020: On shaky foundations

Nomura in focus: 6 min read | October 2019

Innovation driving Asia’s healthcare ecosystem

Asia's healthcare sector has been deploying innovative strategies ... [Read more]

Focused thinking: 2 min read | September 2019

Nearing an inflection point: Preparing for a change in global growth velocity

We have been downbeat on the global economic ... [Read more]

Focused thinking: 3 min video | July 2019

Asia mid-year equities outlook 2019

Focused thinking: 2 min read | July 2019

China video surveillance: Secure ground in the homeland

For video surveillance companies in China, we believe ... [Read more]

Focused thinking: 2 min read | June 2019

US-China trade diversion: Who benefits?

The ongoing and escalating US-China trade friction is ... [Read more]

Focused thinking: 5 min read | June 2019

NIFA featured article - Will the renminbi crack seven?

The downward pressure on the renminbi since last ... [Read more]

Focused thinking: 5 min read | June 2019

NIFA featured article - New equilibrium: US-China tensions and the fate of free trade

Focused thinking: 2 min read | April 2019

China home appliances: Structural positives, near-term challenges

In view of a slower economy, overseas exposure ... [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: 13 min podcast | March 2019

Asia Top Ideas Breakfast Series

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

Focused thinking: 2 min video | December 2018

Equity markets in 2019: soft power matters

Focused thinking: 4 min video | December 2018

China outlook 2019: after winter comes spring

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: 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: 3 min read | July 2018

China FinTech – 2018: survival of the fittest

Artificial Intelligence (particularly machine learning) and big data ... [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 | March 2018

China: beyond falling M2 growth

M2 growth has fallen sharply in China since ... [Read more]

Focused thinking: 1 min read | December 2017

Asia Economic Outlook 2018

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