Tag results

Focused thinking: 18 min podcast | May 2020

Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with COVID-19?

How have the Antipodes navigated COVID19 so well ... [Read more]

Focused thinking: 9 min podcast | May 2020

Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

Craig Chan our Global Head of FX Strategy ... [Read more]

Focused thinking: 3 min read | April 2020

World after reopening and ideas for Japanese equities

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: 5 min video | January 2020

Event Risk Radar

Focused thinking: 2 min video | January 2020

Euro Area Outlook 2020

Focused thinking: 5 min video | December 2019

Preparing for the next surge in food prices

Focused thinking: 3 min read | November 2019

How and why is France one of the Euro Area’s star performers?

Among its struggling European peers, how has France ... [Read more]

Focused thinking: 2 min video | November 2019

India: A difficult climb ahead

Focused thinking: 2 min video | October 2019

Indonesia: The return of fiscal conservatism

Focused thinking: 2 min read | October 2019

What's the impact of Brexit on the UK Auto Industry?

We update and expand the scope of our ... [Read more]

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: 3 min video | July 2019

Asia mid-year equities outlook 2019

Focused thinking: 2 min read | July 2019

Are the major central banks trapped?

The policy reaction function of many of the ... [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 | April 2019

Chinese hog cycle and inflation

While Beijing’s policymakers are trying to boost growth ... [Read more]

Focused thinking: 2 min video | April 2019

Australia in 2019: soft growth, falling house prices and RBA rate cuts

Focused thinking: 2 min video | December 2018

Equity markets in 2019: soft power matters

Focused thinking: 1 min video | December 2018

India outlook 2019: elephant to lose stamina