Focused Thinking

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Economics

Nomura Investment Forum: Trump Win a Backlash Against Elites, Says Koo

The result of the 2024 US presidential election was not a win for Trump, but rather a loss for America’s elite, according to Richard Koo, Chief Economist, Nomura Research Institute

3 min read | December 2024

Annual Outlook

Euro Area 2025 Outlook – Shifting from Inflation to Growth

The ECB’s focus is shifting from high inflation to worries about anemic economic growth. We increasingly believe the consumer-led recovery is unlikely to materialize. Consequently, we expect the ECB to lower rates to below neutral to support the economy

7 min read | December 2024

Economics

Nomura Investment Forum: Slow Does Not Mean Stagnant for Japanese Companies

Companies in Japan have been on a long march towards becoming technology leaders

3 min read | December 2024

Annual Outlook

Japan Macro Outlook 2025

Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal

4 min read | December 2024

Rates

How Uncleared Margin Rules are Driving Demand for Equity Futures

Regulatory drivers combined with higher rates are reshaping a corner of the derivatives market

4 min read | December 2024

Annual Outlook

Asia Macro Outlook 2025: Navigating the Rapids

Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China

4 min read | December 2024

Emerging Markets

What’s Spurring India’s Robust Equity Fund-Raising?

The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year

3 min read | December 2024

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | December 2024

Economics

Trump’s populist policies and the Triffin dilemma

The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.

5 min read | November 2024

Economics

Asia Economic Monthly: The Trump curveball for Asia

Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.

3 min read | November 2024

Economics

More Flexible Rules Spur Use of Bond Buybacks by Financial Firms

Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.

3 min read | November 2024

Economics

Asia Economic Monthly: Asia’s China exposure

After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.

5 min read | October 2024

Economics

Where Euro Rates Volatility Has Outperformed the US Dollar

Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.

3 min read | October 2024

Economics

China Investor Forum: When will China’s property sector bottom out?

Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.

4 min read | October 2024

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