Tag name: Geopolitics

Focused thinking: 3 min podcast | January 2021

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

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

Focused thinking: 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]

Focused thinking: 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]

Focused thinking: 34 min video | November 2020

Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?

Focused thinking: 10 min read | November 2020

Asia under Bidenomics

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

Focused thinking: 3 min read | October 2020

The 2020 US Presidential Election - What to know?

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

Focused thinking: 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]

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: 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]

Focused thinking: 3 min read | April 2020

The Global Economic Impact of Covid-19

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

Focused thinking: 5 min video | January 2020

Event Risk Radar

Focused thinking: 17 min video | January 2020

Global economic outlook 2020: On shaky foundations

Focused thinking: 5 min video | December 2019

Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order

Focused thinking: 1 min video | December 2019

Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism

Focused thinking: 2 min video | October 2019

Indonesia: The return of fiscal conservatism

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: 4 min read | July 2019

Global midyear economic outlook 2019

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

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 | June 2019

US-China trade diversion: Who benefits?

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

Focused thinking: 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]

Focused thinking: 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

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: 1 min video | December 2018

India outlook 2019: elephant to lose stamina

Focused thinking: 2 min video | December 2018

Korea outlook 2019: expect a counter-cyclical BOK policy

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

Focused thinking: 2 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]