
Economics
China’s Consumption Needs More Than a Subsidy Quick-Fix
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
Focused Thinking
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
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 | 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
Economics
Mick Mulvaney, former Acting Chief of Staff to President Trump, decodes his thinking on everything from tariffs to trade and the dollar
2 min read | June 2025
Economics
Amid the tariff wars, Nomura economists elaborate on their outlook for major global economies at Nomura Investment Forum Asia 2025.
6 min read | June 2025
Economics
Private equity general partners are increasingly adopting net asset value financing amid difficult markets for new capital raises and exits.
3 min read | June 2025
Economics
Pursuing trade talks with the US will likely prove difficult while China appears to be pulling all stops to strengthen ties with the region
4 min read | June 2025
Economics
Expect rate cuts across the globe for the rest of 2025
3 min read | May 2025
Economics
Evidence suggests US import frontloading is benefitting many Asian economies, especially in electronics, but soft data are signaling weakness ahead
2 min read | May 2025
Economics
While the larger than expected reduction in reciprocal tariffs and 90-day freeze offers a temporary respite in US-China tensions, the 10% tariff floor and sluggish negotiations with other trading partners suggest the broader trade landscape remains challenging.
3 min read | May 2025