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

In the hunt for yield where are the new sources of volatility?

1 min read | September 2018

Economics

Thailand: a fragile investment cycle

2 min read | September 2018

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

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