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.
Central Banks
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MacroBrew - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

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Central Banks

India Budget: In Fiscal Activism, India Takes a Chance on Growth

With the return of fiscal activism, the baton of driving growth has passed from monetary policy to fiscal policy.

27 min podcast | February 2021

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Emerging Markets

Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?

Why are Asian economies going to be the outperformers of 2021?

3 min podcast | January 2021

Emerging Markets

China Financials: 2021F – A Year of Recovery

Under a potentially strong recovery, life insurers and banks in China are poised to enjoy the tailwinds of rising market interest rates.

2 min read | January 2021

Economics

Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

Economics

2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min read | December 2020

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Central Banks

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

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Central Banks

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.

6 min read | December 2020

Sustainability

Social Impact Investing Looks Set to Rise in ASEAN

ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.

4 min read | December 2020

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Emerging Markets

Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?

What will 2021 mean for Asia's outlook?

30 min podcast | December 2020

Technology

China’s Dual Circulation Strategy: A Tale of Chips Versus Homes

Dual circulation strategy is a combination of import substitution and domestic demand expansion. It seems to be a natural growth strategy for China.

2 min read | December 2020

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Volatility

Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020

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Economics

Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?

After a record year of issuance, what's next for ESG?

37 min podcast | December 2020

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