Focused Thinking

Asia

Our experience navigating Asia’s cultures and customs is unrivaled. With integrated global access and deep roots in Asia, Nomura Connects is where our rigorous research meets our extensive global footprint and provides true insights to one connected market.
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MacroBrew - The vaccine, your immune system, and what’s next for Covid-19?

Professor Shane Crotty and his team at the La Jolla Institute in California study immunity against infectious diseases. They investigate how the immune system remembers infections and vaccines.

60 min video | September 2021

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

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Technology

MacroBrew – APAC Tech Strategy: Growth opportunities in a post Covid-19 world

Asia's tech cycle and growth opportunities to watch.

26 min podcast | September 2021

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Japan in focus

MacroBrew – Japan Insights: Abenomics to Suganomics to…?

Outlook for Japan and markets ahead of the election.

30 min podcast | September 2021

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Emerging Markets

MacroBrew - A conversation with BSP Governor Diokno

An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.

60 min video | September 2021

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Volatility

MacroBrew – China Investor Forum: Beijing’s ‘Volcker Moment’

China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth

28 min podcast | August 2021

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Economics

MacroBrew – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

MacroBrew - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

Central Banks

Indonesia: A Worrying Wave Hits Hard

The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.

2 min read | August 2021

Sustainability

AI for Stock Selection – the ESG Connection

We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.

4 min read | August 2021

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Volatility

VOW21: Best of Volatility of the World 2021

Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.

2 min read | July 2021

Emerging Markets

Thailand: The Long Road to a Tourism Recovery

Our TRIPTracker index indicates there's still a long way to go before tourist arrivals to Thailand recover.

3 min read | July 2021

Economics

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.

2 min read | June 2021

Sustainability

Paul Polman: Embedding ESG in Business is the Right Thing to Do

Businesses must move from corporate social responsibility to being responsible social corporations.

5 min read | June 2021

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