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.

Volatility

East meets West: How China’s Geely connected with Volvo Trucks

3 min read | August 2018

Economics

Deciphering EM rate expectations

2 min read | August 2018

Economics

No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability

3 min read | June 2018

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Economics

Why market volatility is inevitable

Key analysts from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning.

3 min video | June 2018

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Central Banks

Highlights from Nomura Investment Forum Asia 2018

3 min video | June 2018

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Economics

Global Emerging Markets Podcast Series

This podcast series highlights the potential for destabilization caused by a US bond market selloff, a global QE unwind, a China growth slowdown and a trade war

8 min podcast | May 2018

Emerging Markets

Higher oil prices drive EM divergence

We believe a continued rise in oil prices would divide EM by economic performance, for two main reasons...

1 min read | May 2018

Emerging Markets

Where are the risks in an EM snapback?

Continued 'Goldilocks' economic conditions have led EM investors to view the glass as half full, but four key triggers could lead to a snapback for EM

3 min read | April 2018

Economics

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

3 min read | March 2018

Economics

Get ready for rising rates

Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available

6 min read | November 2017

Economics

The tranquil path of Asian inflation

3 min read | August 2017

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Many CFOs assume that risks relating to M&A transactions from unpredictable events (eg Brexit) are difficult to mitigate. But mitigating the risk is achievable.

3 min read | January 2017

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