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: 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
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Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?
Focused thinking: 3 min video
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?
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
Focused thinking: 1 min read
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