Tag name: Geopolitics

Economics | 2 min read | June 2025

The Shipbuilding and Maritime Industry

Economics | 4 min read | May 2025

US: Forecasting the Tariff Impact on Inflation

Economics | 5 min read | April 2025

Impact of the US Tariff Shock

Central Banks | 4 min read | February 2025

How Trump’s Tariffs May Impact European Growth

US tariffs are likely to hamper European growth ... [Read more]

Economics | 3 min podcast | January 2021

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA? ... [Read more]

Central Banks | 17 min video | December 2020

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

Focused thinking | 39 min podcast | December 2020

Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.

Our Global outlook for 2021. ... [Read more]

Central Banks | 3 min read | December 2020

Thailand: The Economic Fallout of Political Protests – This Time is No Different

Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]

Economics | 10 min read | November 2020

Asia under Bidenomics

Following the recent US elections, we explore the ... [Read more]

Economics | 3 min read | October 2020

The 2020 US Presidential Election - What to know?

With less than a week till Election Day ... [Read more]

Economics | 17 min podcast | October 2020

Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?

We talk with Robert Dent, from our US ... [Read more]

Economics | 4 min read | September 2020

Economic Policy under a Biden Administration

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

Geopolitics | 4 min read | August 2020

Covid-19 a blessing in disguise for climate change?

We look at 6 ways that COVID-19 has ... [Read more]

Economics | 3 min read | April 2020

The Global Economic Impact of Covid-19

Our weekly update on the global economic impact ... [Read more]

Economics | 5 min video | January 2020

Event Risk Radar

Central Banks | 17 min video | January 2020

Global Economic Outlook 2020: On Shaky Foundations

Central Banks | 2 min video | October 2019

Indonesia: The Return of Fiscal Conservatism

Economics | 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]

Central Banks | 5 min read | July 2019

Global midyear economic outlook 2019

Central bankers step up to the plate as ... [Read more]

Economics | 3 min podcast | July 2019

Damocles Update: Who is at Risk?

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

Economics | 2 min read | June 2019

US-China Trade Diversion: Who Benefits?

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

Central Banks | 4 min read | June 2019

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

The biggest risk currently facing the global economy ... [Read more]

Central Banks | 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

Economics | 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]

Central Banks | 1 min video | December 2018

India Outlook 2019: Elephant to Lose Stamina

Economics | 2 min video | December 2018

Korea Outlook 2019: Expect a Counter-Cyclical BOK Policy

Economics | 3 min video | December 2018

Asia in 2019: Always Darkest Before the Dawn

Economics | 3 min read | February 2018

Time for the National Pension Service to escape “home bias”

The National Pension Service (NPS) is Korea’s social ... [Read more]