Focused thinking: 2 min read | April 2021
With factors such as a moderate 2020 stimulus ... [Read more]
Focused thinking: 30 min podcast | March 2021
We see two key longer-term factors supporting RMB ... [Read more]
Focused thinking: 3 min read | February 2021
Two countries – Egypt and Turkey – are ... [Read more]
Focused thinking: 2 min read | January 2021
Under a potentially strong recovery, life insurers and ... [Read more]
Focused thinking: 4 min read | December 2020
Given Biden's pledges to reform environmental policy what ... [Read more]
Focused thinking: 28 min podcast | December 2020
What will 2021 mean for FX markets? ... [Read more]
Focused thinking: 3 min read | November 2020
Analysis of the rapid growth in 20 EM ... [Read more]
Focused thinking: 34 min video | November 2020
Focused thinking: 7 min read | November 2020
The global pandemic and increasing severity of climate ... [Read more]
Focused thinking: 3 min podcast | November 2020
How are FX markets dealing with the recent ... [Read more]
Focused thinking: 18 min podcast | September 2020
What would the 2020 US election mean for ... [Read more]
Focused thinking: 3 min read | June 2020
Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]
Focused thinking: 4 min read | June 2020
As with most other industries, the lockdowns imposed ... [Read more]
With Covid-19 being a common factor affecting the ... [Read more]
Unsurprisingly, the hospital sector is one of the ... [Read more]
Focused thinking: 2 min read | June 2020
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Focused thinking: 18 min podcast | June 2020
Is mobility data the next tool in the ... [Read more]
Focused thinking: 1 min read | June 2020
Companies and investors set to benefit from new ... [Read more]
Focused thinking: 18 min podcast | May 2020
How have the Antipodes navigated COVID19 so well ... [Read more]
Focused thinking: 9 min podcast | May 2020
Craig Chan our Global Head of FX Strategy ... [Read more]
Focused thinking: 3 min read | April 2020
Focused thinking: 1 min read | April 2020
Damocles is based on a noise-to-signals approach in ... [Read more]
Focused thinking: 5 min video | January 2020
Focused thinking: 2 min video | January 2020
Focused thinking: 5 min video | December 2019
Focused thinking: 3 min read | November 2019
Among its struggling European peers, how has France ... [Read more]
Focused thinking: 2 min video | November 2019
Focused thinking: 2 min video | October 2019
Focused thinking: 2 min read | October 2019
We update and expand the scope of our ... [Read more]
Focused thinking: 2 min read | September 2019
We have been downbeat on the global economic ... [Read more]
Focused thinking: 3 min video | July 2019
Focused thinking: 2 min read | July 2019
The policy reaction function of many of the ... [Read more]
Focused thinking: 4 min read | July 2019
Central bankers step up to the plate as ... [Read more]
Focused thinking: 3 min podcast | July 2019
Focused thinking: 2 min read | June 2019
The ongoing and escalating US-China trade friction is ... [Read more]
Focused thinking: 4 min read | June 2019
The biggest risk currently facing the global economy ... [Read more]
Focused thinking: 1 min read | June 2019
Focused thinking: 2 min read | April 2019
While Beijing’s policymakers are trying to boost growth ... [Read more]
Focused thinking: 2 min video | April 2019
Focused thinking: 2 min video | December 2018
Focused thinking: 1 min video | December 2018
Focused thinking: 6 min read | March 2018
In a time of global economic and political ... [Read more]
Focused thinking: 3 min read | January 2017
Recent geopolitical volatility has had dramatic repercussions in ... [Read more]