From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Focused thinking: 1 min read
Our UK 2019 outlook looks at how the UK still remains attractive to international investors ... [Read more]
February 2019
Focused thinking: 3 min video
Our European Outlook looks at what will drive recovery in Europe in 2019. ... [Read more]
We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy ... [Read more]
Focused thinking: 2 min read
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Share this article:
July 2019
Asia mid-year equities outlook 2019
The policy reaction function of many of the world’s major central banks looks to have ... [Read more]
Are the major central banks trapped?
Focused thinking: 4 min read
Central bankers step up to the plate as the tug-of-war between monetary easing and rising ... [Read more]
Global midyear economic outlook 2019
Focused thinking: 3 min podcast
Damocles update: Who is at risk?
For video surveillance companies in China, we believe there are a few ways to increase ... [Read more]
China video surveillance: Secure ground in the homeland
The ongoing and escalating US-China trade friction is no doubt negative for the world economy. ... [Read more]
June 2019
US-China trade diversion: Who benefits?
Focused thinking: 5 min read
The downward pressure on the renminbi since last June is a function of market sentiment ... [Read more]
NIFA featured article - Will the renminbi crack seven?
The biggest risk currently facing the global economy is the lack of sufficient tools – ... [Read more]
NIFA featured article - Out of ammo: Why the next slowdown may be difficult to counter
Highlights from Nomura Investment Forum Asia 2019
We found that a sustained rise in oil prices affects emerging markets more than developed ... [Read more]
May 2019
What drives the oil price rise matters
In view of a slower economy, overseas exposure has naturally become the key differentiator that ... [Read more]
April 2019
China home appliances: Structural positives, near-term challenges