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.
| October 2018
As mainstream markets evolve, structured products that focus on volatility are becoming more central to risk management and investment. Traditional products, such as long-only equities or bonds, are no longer a sufficient means for investors to achieve their goals.
1 min read | September 2018
The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially resulting in another adverse political environment, particularly for private investment.
2 min read | September 2018
Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple contract to present to the Chinese regulators.
3 min read | August 2018
What are some of the patterns in Asia with regards to fixing and policy rates? We analyze 14 EM rates markets through the prism of our rates expectation framework.
2 min read | August 2018
After decades of double-digit growth, China’s macroeconomic slowdown to more sustainable levels continues to be a key feature of any serious analysis of the global economy. If there’s one immediate challenge in China this year, it's soaring property prices.
3 min read | June 2018
Our research analysts, as well as representatives from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning. Volatility is often misunderstood and can mean different things to different people.
3 min video | June 2018
We held our 15th annual Nomura Investment Forum Asia (NIFA) from June 4 to 7, 2018 in Singapore. Hear from some of our key speakers with highlights from the conference.
Goldilocks economic conditions of strong growth and low inflation and the hunt for yield mean that most investors remain optimistic. But in our three podcasts below, Nomura economists point out that there are good reasons to be cautious.
8 min podcast | May 2018
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic cost to large net oil importers with weak economic fundamentals can be disproportionately larger than the benefit to net oil exporters
1 min read | May 2018
Four potential events this year could lead to an emerging markets pricing snapback: a US bond market selloff, the global unwind of quantitative easing, a China growth slowdown and the risk of a trade war.
3 min read | April 2018
Despite a number of challenging setbacks this year, India looks like it is now positioned to realize its potential and rightfully retain its title as ‘the world’s fastest growing major economy’ for the next few years. Home to roughly one-fifth of humanity, India is trying to reform the informal segments of its economy and build solid governance frameworks that cut across its 29 states.
3 min read | March 2018
Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available, according to Matthew Reader, Head of Fixed Income Structured Products and Jonathan Rogers, Head of Rates & Hybrid Structuring, EMEA.
6 min read | November 2017
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and no rate hikes until H2 2018. They explain this by using three proprietary tools to help improve ability to forecast headline and core inflation for 10 Asian countries.
3 min read | August 2017
