Focused Thinking

Economics

Central Banks

Thailand: The Economic Fallout of Political Protests – This Time is No Different

Student-led protests have resumed in Thailand, demanding constitutional changes and reforms to the monarchy.

3 min read | December 2020

Economics

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).

3 min read | November 2020

Economics

Asia under Bidenomics

Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.

10 min read | November 2020

Economics

Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.

7 min read | November 2020

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Economics

Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?

Our US Economics team on what to make of the US election results.

31 min podcast | November 2020

Economics

Japan: Side effects of support measures for corporations

Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt

2 min read | November 2020

Economics

The 2020 US Presidential Election - What to know?

With less than a week till Election Day, we've highlighted the key policies, swing states, probabilities, events and more to keep in mind.

3 min read | October 2020

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Economics

Fireside Chats – Euro Area Outlook: How is Europe riding the second wave of Covid-19?

Our European Economics team, discuss the key lessons to be learnt from new Covid-19 outbreaks.

3 min podcast | October 2020

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Economics

Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?

We talk with Robert Dent, from our US economics team, on the outlook for the US after the first TV debate.

17 min podcast | October 2020

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Economics

Indonesia: Thoughts on Emerging Policy Challenges and Risks

In this webinar, we discuss recent major developments in Indonesia including lockdown measures re-imposed in Jakarta.

56 min video | September 2020

Economics

Economic Policy under a Biden Administration

If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.

4 min read | September 2020

Economics

Why have European retail sales recovered so strongly?

Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.

3 min read | September 2020