Focused Thinking

Articles

Economics

Nomura Investment Forum Asia: ESG Perspectives

With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.

4 min read | June 2020

Technology

Nomura Investment Forum Asia: Asia Healthcare Post Covid-19

Unsurprisingly, the hospital sector is one of the industries that has been most impacted by the Covid-19 outbreak. Our analysts specializing in this sector tell us how countries such as China, ASEAN and India have been dealing with the pandemic and what can be expected in the future.

3 min read | June 2020

Economics

Nomura Investment Forum Asia: Asia Equities Market Outlook

During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what the outlook of Asia equities will be in the near future.

2 min read | June 2020

Economics

Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19

During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.

3 min read | June 2020

Economics

Gauging the Risk of a Second Wave of Covid-19

We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.

2 min read | June 2020

Volatility

Sector challenges driving the rise of Convertible Bond issuance

Companies and investors set to benefit from new issuance of convertible bonds as they provide flexible finance solutions to corporates and high returns to investors.

1 min read | June 2020

Economics

US: Updating our Forecast as the Covid-19 Outbreak Matures

Different ways to think about the contraction and the long road to recovery

4 min read | May 2020

Economics

World after reopening and ideas for Japanese equities

Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)

3 min read | April 2020

Economics

Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises

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.

1 min read | April 2020

Economics

The Global Economic Impact of Covid-19

Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.

3 min read | April 2020

Central Banks

Will Covid-19 tip the Japanese economy into recession?

Japan's senior society facing severe economic cycle

3 min read | March 2020

Economics

Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.

4 min read | February 2020

Central Banks

2020 US Outlook: Extending a long expansion

Extending a long expansion

3 min read | February 2020

Technology

Asia Pacific Technology: The Bull Phase to Continue in 2020F

We expect upstream companies to be more attractive in the tech sector in 2020.

1 min read | January 2020

14 15 16 17 18 19 20 21 22 23 24 25 26