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

Focused thinking: 2 min video | December 2018

Korea outlook 2019: expect a counter-cyclical BOK policy