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
play

Asia in 2019: Always Darkest Before the Dawn

Our 2019 GDP growth forecasts are not too different from the streets – while we are more downbeat on China, India and Malaysia, we are more positive on Indonesia and the Philippines.

3 min video | December 2018

Economics

Oil Price Slump: A Big EM Differentiator

Oil prices have fallen sharply. This drop, if sustained, will have a greater impact on emerging markets than developed markets.

3 min read | November 2018

Economics

US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia

Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino trade friction is a lose-lose proposition for the world economy, especially for Asia, home to some of the most open economies in the world.

7 min video | November 2018

Central Banks

Getting to know the rule setters: gauging how Asia’s central banks set policy

Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ reaction functions. Many have demonstrated a strong commitment to inflation targeting and domestic price stability, while some others are choosing between counter-cyclical and pro-cyclical policies.

5 min read | November 2018

Emerging Markets

New Technology: Memory Hierarchy Emerge Through the Mix

Computing architecture is advancing owing to memory hierarchy innovation. While the performance of processors and storage continues to improve, the gap between their performances widens.

3 min read | November 2018

Central Banks

Surplus or deficit: what drives the current account matters

Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally, current account surpluses in Northeast Asia are not necessarily a good sign. The key is what is driving them.

4 min read | October 2018

Economics

Euroyen market delivers swift results

Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on the way?

4 min read | October 2018

Economics

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely to be unsustainable with the election potentially resulting in another adverse political environment, particularly for private investment.

2 min read | September 2018

Central Banks

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency crises still occur from time to time and spread contagiously when they happen. After receiving substantial capital inflows, some EM economies are under pressure this year.

3 min read | September 2018

Japan in focus

What can we learn from the history of trade wars?

From the 1950s to the 1990s Japan often found itself in disagreement with the US over trade. Although the trade war in automobiles in the 1980s was to do with the US’s current account deficit, there was significant trade friction from the 1950s to the 1970s related to textiles and steel, which took place before the US had a pronounced current account deficit.

2 min read | August 2018

Economics

Why global bonds are still attractive to Japanese issuers

Issuance hit a record high in 2017 and conditions remain supportive for new issues.

3 min read | August 2018

Volatility

East meets West: How China’s Geely connected with Volvo Trucks

Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple contract to present to the Chinese regulators.

3 min read | August 2018

Economics

Deciphering EM Rate Expectations

What are some of the patterns in Asia with regards to fixing and policy rates? We analyze 14 EM rates markets through the prism of our rates expectation framework.

2 min read | August 2018

Emerging Markets

China FinTech – 2018: survival of the fittest

Artificial Intelligence (particularly machine learning) and big data technology have been widely adopted in the bank and insurance sectors, owing to the need of processing and understanding the growing customer base and industry data. Over the next two years, we anticipate a “survival of the fittest” scenario.

3 min read | July 2018

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