Focused Thinking

Economics

Economics

Private Credit Boom Set to Continue Amid Surplus of Capital

The private credit market is rapidly evolving, with new players, products and rules set to help it reach a projected $2.64tn by 2029.

3 min read | March 2025

Economics

Asia Economic Monthly: Third Country Circumvention

The US clampdown on using third countries to circumvent tariffs on China could reshape global supply chains

4 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

Economics

Asia Economic Monthly: Estimating Asia’s Exposure to US Tariffs

In an interconnected world, the impact from higher US tariffs can sometimes ricochet beyond the target country

5 min read | February 2025

Economics

Quality Investing as a Hedge to High US Equity Valuations

As investors weigh up whether US equities can defy gravity for another year, buying quality and selling junk stocks offers a hedge in the event of a downturn.

3 min read | February 2025

Economics

The New Johor-Singapore Economic Zone is a Catalyst for Convergence

The Johor-Singapore Special Economic Zone agreement was signed on January 7

2 min read | January 2025

Economics

Asia Economic Monthly: The Currency Dilemma

Despite low inflation and soft growth, currency weakness is constraining some Asian central banks’ ability to cut policy rates

5 min read | January 2025

Economics

Nomura Investment Forum: Trump Win a Backlash Against Elites, Says Koo

The result of the 2024 US presidential election was not a win for Trump, but rather a loss for America’s elite, according to Richard Koo, Chief Economist, Nomura Research Institute

3 min read | December 2024

Economics

Nomura Investment Forum: Slow Does Not Mean Stagnant for Japanese Companies

Companies in Japan have been on a long march towards becoming technology leaders

3 min read | December 2024

Annual Outlook

Japan Macro Outlook 2025

Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal

4 min read | December 2024

Annual Outlook

Asia Macro Outlook 2025: Navigating the Rapids

Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China

4 min read | December 2024

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | December 2024

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