Focused Thinking
Economics
The recent stock market rally should have a limited expansionary impact on China’s real economic growth
3 min read | September 2025
Economics
As the standoff between the two countries continues, we analyze likely scenarios, macro spillovers, and India's countercyclical and strategic response
2 min read | September 2025
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2025 by region.
3 min read | September 2025
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025
Economics
Behind headline tariffs is a deeper story: Asia's struggle to balance US demands against economic consequences
3 min read | August 2025
Economics
The Trump administration re-escalated trade tensions in recent weeks
2 min read | August 2025
Economics
Soaring tech and sluggish non-tech exports have led to a two-speed recovery in Asia. As front-loading effects fade, Nomura economists see another fork in the road
3 min read | July 2025
Economics
As we expect private consumption to remain subdued in the coming quarters, Nomura economists forecast 2025 GDP growth to come in at the lower end of the central bank’s forecast range
3 min read | July 2025
Economics
Nomura economists say the inevitable payback from China’s trade-in program and new restrictions on alcohol and catering could drag retail sales growth in H2
3 min read | July 2025
Economics
Amid trade tensions, it has become increasingly complex for Asian countries to negotiate trade deals with the US while maintaining economic ties with China
2 min read | June 2025
Economics
Nomura research examines key economic indicators, navigating between optimism and caution
2 min read | June 2025
Economics
A New Frontier in US-China Tensions
2 min read | June 2025
Economics
Investors often find signals from China’s two-tier policy rate system perplexing. The Chinese central bank’s recent moves aim to streamline its policy rate framework, better guide market interest rates and improve liquidity management
2 min read | June 2025
Economics
An agreement similar to the 1985 Plaza Accord is the right solution to protect free trade
3 min read | June 2025