Focused Thinking

Volatility

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.

Economics

China: We See No Fiscal Cliff in 2021

With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.

2 min read | April 2021

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Volatility

Fireside Chats – FX Insights: RMB – Bullish beyond the year of the Ox?

We see two key longer-term factors supporting RMB appreciation.

30 min podcast | March 2021

Emerging Markets

China Financials: 2021F – A Year of Recovery

Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.

2 min read | January 2021

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Central Banks

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

Volatility

Biden gears up the US auto-industry to get back on a more sustainable track.

Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?

4 min read | December 2020

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Central Banks

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.

6 min read | December 2020

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Volatility

Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020

Volatility

How the UK Economy is fast becoming the runt of the G10 litter?

Will the UK be able to vaccinate itself against a weakening economy?

3 min read | November 2020

Economics

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).

3 min read | November 2020

Economics

Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.

7 min read | November 2020

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Volatility

Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?

How are FX markets dealing with the recent volatility?

3 min podcast | November 2020

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Volatility

Fireside Chats – Cross Asset Desk Strategy: A market focused on the upside

What's driving Global risk sentiment?

47 min podcast | October 2020

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