Tag name: Emerging Markets
India-US Trade Rift: Scenarios, Spillovers and Strategic Shifts
China’s Trade Diversion Could Swamp Other Emerging Markets
China Investor Forum: When will China’s property sector bottom out?
India: From low inflation to low rates; the RBI is set to pivot
China Investor Forum: The Global Economic Outlook
The great reshuffle in global supply chains
Indian opportunities spice up Japanese corporate growth strategies
Thailand hospitals poised for further expansion
Assessing countries at risk of hard versus soft economic landings
Asia Macro Outlook 2023: Rolling with the Punches
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Our early warning model of EM exchange rate ... [Read more]
Asia Macro in 30: Macro-financial vulnerabilities in Asia
With weak growth, higher interest rates, a stronger ... [Read more]
Quantamental Analysis Combines the Best of Both Worlds
Quantamental analysis is gaining popularity among the investing ... [Read more]
It Could Be a Different Story for Asian Equities in the Second Half
With a valuation cushion, Asian stocks are relatively ... [Read more]
MacroBrew - Thailand’s tourism recovery prospects this year
India: External shocks, stagflation risks and policy trade-offs
Just as India was crawling its way out ... [Read more]
MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election
MacroBrew - Asia Outlook 2022: As the Tide Turns
Asia Outlook 2022: As the Tide Turns
We are cautious on Asia’s economic outlook in ... [Read more]
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Four countries – Egypt, Romania, Turkey and Sri ... [Read more]
The Covid-19 Endgame: Learning to Live With it
The endgame of Covid-19 leaves economists in a ... [Read more]
MacroBrew - China Insights: Double shocks pose a risk of a growth double dip
The “Troubled Ten” in EM
We warn of ten economies that appear most ... [Read more]
Indonesia: A Worrying Wave Hits Hard
The Indonesian government has introduced more stringent measures ... [Read more]
Thailand: The Long Road to a Tourism Recovery
Our TRIPTracker index indicates there's still a long ... [Read more]
Introducing Cassandra: Our Early Warning Model for Financial Crises
Cassandra is currently highlighting six economies – including ... [Read more]
Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World
Covid-19 has prompted hospitals across Asia to increase ... [Read more]
It’s the Decade to Double Down on Chinese Equities
It is time for global investors to recognize ... [Read more]
Covid-19: India’s Second Wave is a Humanitarian Rather than an Economic Crisis
India’s second wave has resulted in a hit ... [Read more]
MacroBrew – EM Insights: Which countries lie under the Damocles Sword?
Which Emerging Markets are at risk of an ... [Read more]
India Budget: In Fiscal Activism, India Takes a Chance on Growth
With the return of fiscal activism, the baton ... [Read more]
2021 Equities Outlook: ...it is more about 2022
Asia Outlook 2021 – Bracing for Reflation
We are overall quite positive on the outlook ... [Read more]
Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?
What will 2021 mean for Asia's outlook? ... [Read more]
Thailand: The Economic Fallout of Political Protests – This Time is No Different
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.
Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination
Analysis of the rapid growth in 20 EM ... [Read more]
Highlights from Nomura ESG Conference 2020
The global pandemic and increasing severity of climate ... [Read more]
Economic Policy under a Biden Administration
If Biden wins in November, he is likely ... [Read more]
The world post Covid-19 (part 2)
China: Estimating Recovery Momentum from the Supply Side
The Chinese economy is still a long way ... [Read more]
Fireside Chats - Asia's Emerging Markets: The best of a bad bunch
The state of Asia's Emerging Markets and how ... [Read more]
Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Gauging the Risk of a Second Wave of Covid-19
We develop a visual tool to assess the ... [Read more]
Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises
Damocles is based on a noise-to-signals approach in ... [Read more]
Global Economic Outlook 2020: On Shaky Foundations
Preparing for the Next Surge in Food Prices
India: A Difficult Climb Ahead
Nomura's Commitment to Infrastructure and Power Finance
Asia Mid-Year Equities Outlook 2019
Damocles Update: Who is at Risk?
Damocles is based on a noise-to-signals approach in ... [Read more]
China Video Surveillance: Secure Ground in the Homeland
For video surveillance companies in China, we believe ... [Read more]
NIFA featured article - Will the Renminbi Crack Seven?
The downward pressure on the renminbi since last ... [Read more]
Highlights from Nomura Investment Forum Asia 2019
What Drives the Oil Price Rise Matters
We found that a sustained rise in oil ... [Read more]
Chinese Hog Cycle and Inflation
While Beijing’s policymakers are trying to boost growth ... [Read more]
India: the 'Frown Curve' – why Politics and Economics don’t Always Smile
Is good economics also good politics? It could ... [Read more]
Equity Markets in 2019: Soft Power Matters
Asia FX and rates outlook 2019
India Outlook 2019: Elephant to Lose Stamina
Asia in 2019: Always Darkest Before the Dawn
US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia
New Technology: Memory Hierarchy Emerge Through the Mix
Computing architecture is advancing owing to memory hierarchy ... [Read more]
Surplus or deficit: what drives the current account matters
Current account deficits in Indonesia and the Philippines ... [Read more]
Thailand: a fragile investment cycle
The ongoing investment recovery in Thailand is likely ... [Read more]
Damocles: our early warning indicator of exchange rate crises
Despite the lessons learned from past crises, currency ... [Read more]
Deciphering EM Rate Expectations
What are some of the patterns in Asia ... [Read more]
Digital Disinflation: a Powerful Force Taking Off in Emerging Markets
The first wave of global disinflation came from ... [Read more]
Where are the risks in an EM snapback?
Four potential events this year could lead to ... [Read more]
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
Despite a number of challenging setbacks this year ... [Read more]
Asia Economic Outlook 2018
A forecast of Asia’s sweet spot of solid ... [Read more]
Outlook 2018: Asia
Are striving tiger cubs the next phase of flying geese?
Our Asia economists present their scorecard of 2 ... [Read more]
The tranquil path of Asian inflation
In their recent ‘Asia Special Report’, our economists ... [Read more]