Central Banks
2 min video | April 2019
Focused Thinking
Focused Thinking
Central Banks
2 min video | April 2019
Volatility
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy maker ammunition may trigger more unconventional policies
1 min read | February 2019
Volatility
Our European Outlook looks at what will drive recovery in Europe in 2019.
0 min video | February 2019
Volatility
Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.
1 min read | February 2019
Economics
As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.
2 min video | December 2018
Central Banks
Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.
1 min video | December 2018
Economics
As the ASEAN-5 emerge from a difficult 2018, we see a divided growth outlook in 2019. Indonesia and the Philippines, in our view, will be bucking the global trend with accelerated GDP growth, while Malaysia, Singapore, and Thailand, will all be slowing due to weaker exports and structural constraints.
2 min video | December 2018
Economics
Our 2019 GDP growth forecasts are not too different from the streets – while we are more downbeat on China, India and Malaysia, we are more positive on Indonesia and the Philippines.
3 min video | December 2018
Economics
Our research analysts, as well as representatives from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning. Volatility is often misunderstood and can mean different things to different people.
0 min video | June 2018
Central Banks
We held our 15th annual Nomura Investment Forum Asia (NIFA) from June 4 to 7, 2018 in Singapore. Hear from some of our key speakers with highlights from the conference.
0 min video | June 2018
Economics
Trade has played a critical role in the development of emerging market (EM) countries. But as we discuss in our video, the increase in protectionist rhetoric in recent years threatens to stall or even reverse globalization. How will EM countries cope?
2 min read | April 2018
Economics
Technology has transformed the global economy in the last decade and made it easier to transfer knowledge. Now it’s giving emerging markets a competitive advantage, allowing them in some cases to be more agile and innovative than developed economies.
0 min video | April 2018
Economics
In February, we hosted our third annual Global Emerging Markets Seminar in London, bringing together cross-asset clients, industry thought leaders and Nomura’s emerging markets (EM) expertise from Latin America, CEEMEA and Asia.
0 min video | February 2018
Economics
With a new Federal Reserve chairman set to take office early in 2018, a Republic Congress at the helm and the future of free trade agreements and healthcare up in the air, what can investors expect in 2018?
0 min video | December 2017