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.

Economics

Macro and Micro Evidence of the Tariff Impact

Evidence suggests US import frontloading is benefitting many Asian economies, especially in electronics, but soft data are signaling weakness ahead

2 min read | May 2025

Economics

Impact of the US Tariff Shock

Liberation Day tariffs to have different effects on different parts of the world

5 min read | April 2025

Economics

Asia: Low Inflation is Here to Stay

Disinflation is underway in Asia, with inflation falling within central bank targets across most countries.

3 min read | March 2025

Central Banks

How Trump’s Tariffs May Impact European Growth

US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.

4 min read | February 2025