Focused Thinking

Economics

Economics

Deglobalization: The past and future

The tide of deglobalization is reshoring and gathering momentum, who is set to benefit?

3 min read | August 2020

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Economics

Fireside Chats - The World After Covid-19: Where do we go next?

Have Governments and Investors reached their limits?

21 min podcast | August 2020

Economics

Japan's path to normalization after pandemic

Nomura forecasts real growth outpacing potential growth during normalization

2 min read | August 2020

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Central Banks

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

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Economics

Fireside Chats - The World After Covid-19: What can we expect?

Will Climate Change, food security and social life return to a new normal?

34 min podcast | August 2020

Economics

Diversification from China: The push and pull factors

What are the Global implications of diversifying from China?

3 min read | August 2020

Central Banks

The world post Covid-19

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

3 min read | July 2020

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Economics

Fireside Chats - The EU recovery fund: The what, the why, the how?

In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.

21 min podcast | July 2020

Economics

China: Estimating Recovery Momentum from the Supply Side

The Chinese economy is still a long way away from a full recovery, and it is too early for the PBoC to reverse its stance on policy easing.

2 min read | July 2020

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Economics

Fireside Chats - The 2020 Presidential Election: What will it mean for markets?

In our latest Fireside Chat episode we discuss the impact of the 2020 US Presidential election will have on our market outlook.

28 min podcast | June 2020

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

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