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

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

play
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

play
Volatility

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

What's driving Global risk sentiment?

47 min podcast | October 2020

play
Volatility

Fireside Chats – The world after Covid-19: Behaviour changes, and income inequality

In this episode of our Fireside Chats series, we are talking with Aichi Amemiya, our US Economist, on the world after Covid-19

3 min podcast | October 2020

play
Volatility

Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?

What would the 2020 US election mean for FX markets?

18 min podcast | September 2020

Geopolitics

Covid-19 a blessing in disguise for climate change?

We look at 6 ways that COVID-19 has helped address key issues in climate change.

4 min read | August 2020

Volatility

FX Options: Embracing the Potential of Platforms

Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the COVID-19 pandemic are spurring a shift of FX option activity to platforms.

3 min read | June 2020

Technology

Nomura Investment Forum Asia: Covid-19 will Reshape Global Auto Industry

As with most other industries, the lockdowns imposed due to Covid-19 have resulted in a change in global commuting patterns. Is the worst behind us?

4 min read | June 2020

Economics

Nomura Investment Forum Asia: ESG Perspectives

With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.

4 min read | June 2020

Technology

Nomura Investment Forum Asia: Asia Healthcare Post Covid-19

Unsurprisingly, the hospital sector is one of the industries that has been most impacted by the Covid-19 outbreak. Our analysts specializing in this sector tell us how countries such as China, ASEAN and India have been dealing with the pandemic and what can be expected in the future.

3 min read | June 2020

Economics

Nomura Investment Forum Asia: Asia Equities Market Outlook

During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what the outlook of Asia equities will be in the near future.

2 min read | June 2020

1 2 3 4 5 6 7 8 9