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

Global midyear economic outlook 2019

Central bankers step up to the plate as the tug-of-war between monetary easing and rising business uncertainty is set to intensify.

4 min read | July 2019

Economics

Damocles Update: Who is at Risk?

Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.

3 min podcast | July 2019

Emerging Markets

China Video Surveillance: Secure Ground in the Homeland

For video surveillance companies in China, we believe there are a few ways to increase sales growth momentum: the first is to expand the market from video surveillance to the more broad-based security product market by providing access control, intruder alarm systems and physical security and other security-related products and services.

2 min read | July 2019

Economics

US-China Trade Diversion: Who Benefits?

The ongoing and escalating US-China trade friction is no doubt negative for the world economy.

2 min read | June 2019

Economics

NIFA featured article - New Equilibrium: US-China Tensions and the Fate of Free Trade

5 min read | June 2019

Central Banks

NIFA featured article - Will the Renminbi Crack Seven?

The downward pressure on the renminbi since last June is a function of market sentiment rather than the trade dispute, with the slowing of China's growth last year driven entirely by domestic factors.

5 min read | June 2019

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Technology

NIFA featured article - Reaping the Big-Data Dividend: Why China Stands to Gain most from AI

AI is predicted to add USD15.7 trillion to global GDP by 2030. While North America is expected to receive nearly a quarter of this windfall, China’s economy will account for USD7 trillion, positioning it as a prime beneficiary of the AI boom.

4 min read | June 2019

Central Banks

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

The biggest risk currently facing the global economy is the lack of sufficient tools – both fiscal and monetary – available to policymakers to counter another downturn.

4 min read | June 2019

Economics

Japanese economy to remain at low ebb

Our main scenario is that recession and additional policy response will be avoided

3 min read | June 2019

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Central Banks

Highlights from Nomura Investment Forum Asia 2019

1 min read | June 2019

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Technology

Dealing with Digital Transformation

Digital transformation is today commonplace in the traditional financial sector, which is under increasing pressure to create products and services valued by clients and deliver a better customer experience to compete against new technology enabled new entrants.

6 min video | May 2019

Economics

What Drives the Oil Price Rise Matters

We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.

2 min read | May 2019

Economics

China Home Appliances: Structural Positives, Near-Term Challenges

In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.

2 min read | April 2019

Economics

Chinese Hog Cycle and Inflation

While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.

2 min read | April 2019

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