Volatility

China Video Surveillance: Secure Ground in the Homeland

For video surveillance companies in China, we believe there are a few ways to increase sales growth momentum: the first is to expand the market from video surveillance to the more broad-based security product market by providing access control, intruder alarm systems and physical security and other security-related products and services.

2 min read | July 2019

Economics

US-China Trade Diversion: Who Benefits?

The ongoing and escalating US-China trade friction is no doubt negative for the world economy.

2 min read | June 2019

Central Banks

NIFA featured article - Will the Renminbi Crack Seven?

The downward pressure on the renminbi since last June is a function of market sentiment rather than the trade dispute, with the slowing of China's growth last year driven entirely by domestic factors.

5 min read | June 2019

Central Banks

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

The biggest risk currently facing the global economy is the lack of sufficient tools – both fiscal and monetary – available to policymakers to counter another downturn.

4 min read | June 2019

Central Banks

Highlights from Nomura Investment Forum Asia 2019

1 min read | June 2019

Economics

What Drives the Oil Price Rise Matters

We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.

2 min read | May 2019

Economics

China Home Appliances: Structural Positives, Near-Term Challenges

In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.

2 min read | April 2019

Volatility

Low volatility, but can it last?

Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.

9 min video | April 2019

Economics

Chinese Hog Cycle and Inflation

While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.

2 min read | April 2019