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.

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Central Banks

Highlights from Nomura Investment Forum Asia 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.

3 min video | June 2018

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Economics

Global Emerging Markets Podcast Series

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

Emerging Markets

Higher Oil Prices Drive EM Divergence

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

Emerging Markets

Where are the risks in an EM snapback?

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

Economics

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

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

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, according to Matthew Reader, Head of Fixed Income Structured Products and Jonathan Rogers, Head of Rates & Hybrid Structuring, EMEA.

6 min read | November 2017

Economics

The tranquil path of Asian inflation

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

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.

3 min read | January 2017

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