Focused thinking: 7 min read | November 2020

Highlights from Nomura ESG conference 2020

The global pandemic and increasing severity of climate ... [Read more]

Focused thinking: 3 min read | November 2020

Emerging markets’ quantitative easing amid rising investor discrimination

Analysis of the rapid growth in 20 EM ... [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: 29 min video | August 2020

The world post Covid-19 (part 2)

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: 18 min podcast | July 2020

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

The state of Asia's Emerging Markets and how ... [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: 2 min read | June 2020

Gauging the risk of a second wave of Covid-19

We develop a visual tool to assess the ... [Read more]

Focused thinking: 1 min read | April 2020

Damocles update 3: Our early warning indicator of exchange rate crises

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 17 min video | January 2020

Global economic outlook 2020: On shaky foundations

Focused thinking: 5 min video | December 2019

Preparing for the next surge in food prices

Focused thinking: 2 min video | November 2019

India: A difficult climb ahead

Nomura in focus: 2 min video | September 2019

Nomura's Commitment to Infrastructure and Power Finance

Focused thinking: 3 min video | July 2019

Asia mid-year equities outlook 2019

Focused thinking: 3 min podcast | July 2019

Damocles update: Who is at risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

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: 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: 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

Focused thinking: 2 min read | May 2019

What drives the oil price rise matters

We found that a sustained rise in oil ... [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: 2 min read | March 2019

India: the 'frown curve' – why politics and economics don’t always smile

Is good economics also good politics? It could ... [Read more]

Focused thinking: 2 min video | December 2018

Equity markets in 2019: soft power matters

Focused thinking: 1 min video | December 2018

Asia FX and rates outlook 2019

Focused thinking: 1 min video | December 2018

India outlook 2019: elephant to lose stamina

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: 2 min read | September 2018

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely ... [Read more]

Focused thinking: 3 min read | September 2018

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

What are some of the patterns in Asia ... [Read more]

Focused thinking: 2 min read | June 2018

Digital disinflation: a powerful force taking off in emerging markets

The first wave of global disinflation came from ... [Read more]

Focused thinking: 3 min read | April 2018

Where are the risks in an EM snapback?

Four potential events this year could lead to ... [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 ... [Read more]

Focused thinking: 1 min read | December 2017

Asia Economic Outlook 2018

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

Focused thinking: 5 min video | December 2017

Outlook 2018: Asia

Focused thinking: 3 min read | August 2017

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists ... [Read more]

Focused thinking: 11 min podcast | August 2017

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 2 ... [Read more]