Tag name: Asia
China Shock 2.0 – How Are Cheap Imports Impacting Economies?
Asia's Hormuz Exposure Scorecard
What's on the Horizon for the Global Economy?
Our weekly updated overview highlights the key releases ... [Read more]
Greening the Economy Can Grow the Economy
AI-Driven Demand for Green Power Set to Offset Future Inflation Risks
Asia Economic Monthly: The Art of Trump’s Asia Deals
Asia Economic Monthly: A Concentrated Recovery
Energy Transition Shows Resilience Despite Short Term Headwinds
Sector Convergence Driving Interconnectedness in Green Transition
The Takaichi Surprise
How the woman chosen to lead Japan’s incumbent ... [Read more]
Tariff-Related Uncertainty Causes Shift in Block Trading Patterns
Tariff-related volatility is changing block trading patterns, making ... [Read more]
India-US Trade Rift: Scenarios, Spillovers and Strategic Shifts
Asia Economic Monthly: World Minus One
US – Updating Tariff Assumptions
Old but Agile
Japan’s 100-year-old companies demonstrate strength through continuous transformation ... [Read more]
Asia Economic Monthly: The Growing Tech/Non-Tech Divide
Indonesia: Weak Consumption Is Likely To Linger
Asia Faces Growing Transshipment Challenges
Green Structured Note Market Increases in Volumes and Sophistication
Nomura expanded the small group of banks that ... [Read more]
Dollar Devaluation the Only Way to Save Free Trade, says Richard Koo
Inside the Oval Office: Policy Mechanics and Global Relations
Global Economic Outlook: Uncharted Territory
Private Equity Sponsors Turn to NAV Financing as Exits Remain Subdued
Private equity general partners are increasingly adopting net ... [Read more]
ASEAN Increasingly Pulled in Opposite Directions
No Longer an Outlier
Ten ways the Japanese economy is moving toward ... [Read more]
The Era of Disappearing Shares
The number of outstanding shares in the Japanese ... [Read more]
Tail Risks Clipped but We Stay Cautious on Global Economic Outlook
The Japanese Economy Sheds its Skin
The year 2025 could be a turning point ... [Read more]
Macro and Micro Evidence of the Tariff Impact
China’s Trade Diversion Could Swamp Other Emerging Markets
Impact of the US Tariff Shock
Asia: Low Inflation is Here to Stay
Private Credit Boom Set to Continue Amid Surplus of Capital
The private credit market is rapidly evolving, with ... [Read more]
Asia Economic Monthly: Third Country Circumvention
How Trump’s Tariffs May Impact European Growth
US tariffs are likely to hamper European growth ... [Read more]
Asia Economic Monthly: Estimating Asia’s Exposure to US Tariffs
Asia Economic Monthly: The Currency Dilemma
Asia Macro Outlook 2025: Navigating the Rapids
What’s Spurring India’s Robust Equity Fund-Raising?
Asia Economic Monthly: The Trump curveball for Asia
More Flexible Rules Spur Use of Bond Buybacks by Financial Firms
Regulatory clarifications have opened-up the market for bond ... [Read more]
Asia Economic Monthly: Asia’s China exposure
China Investor Forum: When will China’s property sector bottom out?
Positioning for a Q4 2024 bull run in equities
India: From low inflation to low rates; the RBI is set to pivot
The second wave of shocks in China
China Investor Forum: The Global Economic Outlook
Japan Cross-Shareholdings Enter a Dynamic New Era
As corporate governance reforms take hold in Japan ... [Read more]
China’s increasing role in China+1
Japan Pioneered Transition Bonds but Needs Demand to Grow the Market
Japan's adoption of transition bonds to support heavy ... [Read more]
Backing Biodiversity
Luzius Wirth is CEO of idverde, a sustainability-focused ... [Read more]
Lithium-ion Loop
Leon Farrant is the CEO of Green Li-ion ... [Read more]
Industrial Decarbonization
Olivia Wassenaar is Head of Sustainability and Infrastructure ... [Read more]
Systems Transformation
Sanjeev Krishnan is Managing Partner at S2G Ventures ... [Read more]
Battery Revolution
Xavier Barbaro is CEO of Neoen, a renewables ... [Read more]
Thematic investing deserves a place in your portfolio
Asia is set to embrace protectionism in face of China's overcapacity
Central banks and emerging markets push gold sky-high, says World Gold Council
State governments, private sector to spur India economic growth: V. Anantha Nageswaran
The Rise of Algo Trading in FX Markets
Calmer FX markets, liquidity fragmentation and the legacy ... [Read more]
Global economic outlook: Charting different courses
JPX supports markets growth via better dialogue between investors and companies
Advanced economy debt challenges are serious, says Carmen Reinhart
Asia, led by Japan and India, is a good hunting ground for equities
As advanced nations fight inflation, China grapples deflation, says Richard Koo
Singapore Senior Minister of State Sim Ann on navigating geopolitics
Asia's new flying geese
Private credit can provide the most compelling opportunities in Asia
Asia Economic Monthly: China taps Asian demand
The great reshuffle in global supply chains
Indian opportunities spice up Japanese corporate growth strategies
Japan Regional Banks Target Zero Day Options to Escape Zero Yields
Japan’s regional banks are turning to zero-day options ... [Read more]
Asia Economic Monthly: Asia’s growth kaleidoscope
Repacks Rebooted: Insurers Turn to Structured Notes for Alpha
Repackaged notes are increasing in popularity as insurance ... [Read more]
Asia Economic Monthly: Deciphering Asia’s capex cycles and trends
Swiftonomics: The economic power of superstar concerts
Corporate Cybersecurity Risk – A Guide for Investors Part 2
In the second and final part of a ... [Read more]
How Overseas Investors are Using Options to Play Japan Equities
Overseas investor interest in Japan’s resurgent growth story ... [Read more]
China breweries angle for more premium, high-quality beer
Corporate Cybersecurity Risk – A Guide for Investors: Part 1
In a new two-part paper, Jason Mortimer, Head ... [Read more]
Asia Economic Monthly: Asia under Trumponomics 2.0
Chinese pharma to ride on the global GLP-1 drugs bonanza
Hong Kong Harnesses Blockchain in Green Finance Push
Hong Kong’s use of blockchain in the green ... [Read more]
Green Hydrogen Will Unlock New, Scalable Opportunities in Clean Energy
As Europe scales up production and import of ... [Read more]
Asia Economic Monthly: Taylor rule estimates for Asia
COP28 – Achievements and Outcomes
The Dubai summit achieved a landmark agreement to ... [Read more]
How to sustainably monetize generative AI
Nomura Investment Forum: Japan Macro Outlook 2024
Asia Economic Monthly: Asia’s inflation divergence
Transforming money into data
Intelligent driving technology could go mainstream in China by 2025: Kaijun Qiu
Exploring China’s new consumption trends: Shaun Rein
Japan Price Hikes Shows Resilience Against Deflation
Corporate pricing behavior in Japan continues to adjust ... [Read more]
Asia Economic Monthly: The goods cycle is headed higher for now
China Investor Forum 2023 – The Global Economic Outlook
We are cautious on the economic outlook and ... [Read more]
China Auto Industry Leverages Modular Production to Become EV Powerhouse
China, already the world’s largest automobile manufacturer, is ... [Read more]
Deploying Capital to Decarbonise Household Electrification
Japan Stocks to Sustain Allure amid Structural and Policy Reforms
A confluence of factors from strong domestic demand ... [Read more]
Asia Economic Monthly: Is Asia slowly decoupling from China?
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Asia Economic Monthly: Food inflation risks are on the rise
Japan’s Economy Wakes Up as Alarm Clocks Trigger Growth Boost
We previously explored the major events that led ... [Read more]
U.S. Waste Market Needs Better Incentives to Make an Impact
Moving the U.S. waste industry to a more ... [Read more]
Generative AI to drive China’s technology revolution
Investors Focused on Solving EV Charging Infrastructure Conundrum
Electric vehicle adoption is outpacing charging infrastructure build-out ... [Read more]
The Growing U.S. Water Crisis
Western U.S. water shortages caused by mega droughts ... [Read more]
Consumer Demand for Eco-Packaging Boosts Green Materials Industry
Consumer demand for green packaging is providing a ... [Read more]
How Alternative Proteins Will Transform the World’s Food System
The alternative protein industry has emerged as a ... [Read more]
Green Hydrogen Set to be Mainstream by 2030
The convergence of several forces will usher in ... [Read more]
Japan’s Three Lost Decades – Escaping Deflation
Investor interest in the Japanese economy is increasing ... [Read more]
How Technology is Altering Asia’s Trading Landscape
The risk management of Asian opportunities: Heng Swee Keat
Addressing the Infrastructure Inflection Point
Strong underlying momentum to continue to buoy India’s economic growth: V. Anantha Nageswaran
Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma
Asia’s time to shine
MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?
In this episode of our MacroBrew fireside podcast ... [Read more]
MacroBrew - Thailand: Who Will Form The Next Government?
Asia Economic Monthly: Shape of Asian exports recovery: L, U, V or W?
Blue Bonds – A Blueprint for Ocean Conservation
Blue bonds, like their better known green cousins ... [Read more]
Thailand hospitals poised for further expansion
Are Carbon Markets the Missing Piece in the Climate Change Puzzle?
Carbon markets are an often overlooked solution for ... [Read more]
MacroBrew - The ECB and BoE: Fighting for The Last Hike
MacroBrew - US Debt Limit: Is It Worse Than 2011?
Combining Innovation and Investment to Power the Energy Transition
The energy transition will be driven by entrepreneurs ... [Read more]
Asia Economic Monthly: Seven reasons to expect faster disinflation
Asia primed to meet growing electric vehicle battery demand
China’s Demographic Timebomb: Lessons from Japan’s Lost Decades
China is contending with a low birthrate and ... [Read more]
Asia Economic Monthly: Our growth cycle framework
Why Cybersecurity Is the Biggest Hidden ESG Risk
Cybersecurity is fast becoming the top global risk ... [Read more]
MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?
Euro Sovereign Debt Crisis: This Time Is Different
Asia Economic Monthly
We raise our 2023 GDP growth projections slightly ... [Read more]
MacroBrew - How Fast Has China's Reopening Been So Far?
MacroBrew – Nomura Macro Outlook 2023: Tough Choices
How the Changing Rates Outlook is Boosting Demand for Convexity Hedging
Assessing countries at risk of hard versus soft economic landings
MacroBrew: Will the ECB be the Last Major Central Bank Hiking?
Asia Macro Outlook 2023: Time to Shine
MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches
MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches
MacroBrew – The Big ECB and BOE Week
Asia Macro Outlook 2023: Rolling with the Punches
Making Diversity Work: Equity as the Bridge to Inclusion
Part 7 of our Nomura - University of ... [Read more]
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Our early warning model of EM exchange rate ... [Read more]
COP27 – Achievements and Outcomes
Asia Macro in 30: Macro-financial vulnerabilities in Asia
With weak growth, higher interest rates, a stronger ... [Read more]
MacroBrew – US: Soft CPI, Fed Implications and Politics
Japan’s Road to a New Form of Capitalism
Japan is prioritizing social finance to solve social ... [Read more]
Having learned from the 1997 crisis, Asia’s currency defense is likely to be prudent and eclectic
The Future of Carbon Credit Trading in Singapore
Singapore’s new international carbon credit exchanges are a ... [Read more]
Macro Tailwinds Favor Long-Term Growth of Tech-Enabled Companies in Asia
The Benefits of Employing Disabled Workers
Part 6 of our Nomura - University of ... [Read more]
MacroBrew – What Sways The Fed?
Crypto winter came in the summer...What’s next?
Blockchain technology is being widely adopted including in ... [Read more]
SDG 10 – How Social Finance can Address Inequality in Japan
Japan faces challenges in achieving the UN’s Sustainable ... [Read more]
MacroBrew - Asia macro talk in 30: Peak inflation?
MacroBrew - Are we Heading into a Global Food Crisis?
Achieving Gender Equality in South Korea
Part 5 of our Nomura - University of ... [Read more]
MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?
MacroBrew - A Much More Hawkish ECB, Where Will It End?
Asia Recovery Interrupted As Recessions Loom In Europe, US
How Companies Can Adapt to Counter Demographic Changes
Part 4 of our Nomura - University of ... [Read more]
The Social Data Challenge for ESG in South Korea
Part 3 of our Nomura - University of ... [Read more]
Quantamental Analysis Combines the Best of Both Worlds
Quantamental analysis is gaining popularity among the investing ... [Read more]
MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?
We See More Major Economies Tipping Into Recession
In addition to the US, we now expect ... [Read more]
Climate Disclosure Rules Will Trigger ‘Race to the Top’
A global push for mandatory climate disclosures will ... [Read more]
Why India Needs to Accelerate Renewables Adoption
Robotaxis Set to Revolutionize Auto Transport
There will be more change in the mobility ... [Read more]
Why Focus on Employment Standards in ESG?
MacroBrew - US Recession Risks
All Things Point to One Way for Inflation: Up, Says Richard Koo
Climate change is driving sharp increases in fossil ... [Read more]
Openness, Transparency are Key for Biotech Growth, Says Dr. Moore
US policy actions pose significant challenges to collaboration ... [Read more]
EV Adoption to Grow Exponentially Through 2035, Says Tu Le
EVs are expected to account for 50 percent ... [Read more]
It Could Be a Different Story for Asian Equities in the Second Half
With a valuation cushion, Asian stocks are relatively ... [Read more]
There are missing links in Japan’s ‘new capitalism’, says Dr. Snow
Japan’s largest natural resource is the underutilized talent ... [Read more]
Singapore is Building a Competent Workforce
As border restrictions are relaxed, tight labor market ... [Read more]
ESG in East Asia: The 'S' Factor - What are the Key Social Principles?
Part 1: History and Social Principles ... [Read more]
Gender-Related Finance Set to Accelerate Japan’s Sustainability Agenda
Investors and corporates are looking to finance to ... [Read more]
MacroBrew - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
MacroBrew - The ECB & BOE: Earlier and Faster Hikes?
MacroBrew – Asia Insights: ASEAN Border Reopenings
ASEAN: Border reopening 2.0 – Finally going somewhere
How Artificial Intelligence is Reshaping ESG Ratings
Some of the biggest global investors including Japan's ... [Read more]
Japan Retail Investors Embrace ESG Amid Pandemic, Nomura Survey Shows
The results of Nomura Securities’ December 2021 Individual ... [Read more]
MacroBrew - Thailand’s tourism recovery prospects this year
MacroBrew - French Elections: Could Le Pen Win?
India: External shocks, stagflation risks and policy trade-offs
Just as India was crawling its way out ... [Read more]
MacroBrew - JPY Depreciation and the Possible Policy Risks
ESG360 - How Solar Power Can Fuel the Green Energy Transition
ASEAN Green Taxonomy: Decoding Sustainability in Southeast Asia
Southeast Asia, a region prone to nature’s wrath ... [Read more]
MacroBrew - US Growth, Inflation and The Fed Call
MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election
MacroBrew - China's Zero COVID-19 Policy
MacroBrew - The ECB, BOE, and RBA Hikes Ahead
Trading with a Conscience Reaches the Dealing Floor
ESG is starting to influence the trading floor ... [Read more]
The EU's Green Taxonomy and the Rise of Social Bonds in Asia
MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies
MacroBrew - The BOJ’s Policy Stance
MacroBrew - G10 FX: Events and themes in 2022
China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower
China committed to net zero by 2060 but ... [Read more]
ESG360 - What to Watch in 2022
MacroBrew - Japanese Macroeconomic Outlook and Market Strategies for 2022
MacroBrew - The Covid 19 Endgame Part II: Inequality
The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World
Japan’s brand of community capitalism is experiencing a ... [Read more]
ESG NOW! - Highlights from Nomura’s 2021 Sustainability Forum
MacroBrew – Global Economic Outlook 2022: The heat is on... for now
Our strategists share their top FX and rates ... [Read more]
MacroBrew - Asia Outlook 2022: As the Tide Turns
Asia Outlook 2022: As the Tide Turns
We are cautious on Asia’s economic outlook in ... [Read more]
MacroBrew – Top FX and Rates Views in 2022
Our strategists share their top FX and rates ... [Read more]
ESG NOW! UN Oceans Patron Pugh - We are Set to Lose the World’s Coral Reefs
ESG NOW! Finance Sector Can Drive Change, Says Former COP26 President O’Neill
ESG NOW! Carbon Markets Panel Sees Huge Opportunity for Carbon Offset Funds
MacroBrew - A Conversation with Professor Shane Crotty, Ph.D.
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Four countries – Egypt, Romania, Turkey and Sri ... [Read more]
MacroBrew - The Covid 19 Endgame
Indonesia: Getting There on Tax Reforms
Tax reforms are expected to improve the government’s ... [Read more]
The Covid-19 Endgame: Learning to Live With it
The endgame of Covid-19 leaves economists in a ... [Read more]
COP26: What to Expect from the UN’s Climate Summit
Ahead of COP26 in Glasgow, five sustainability experts ... [Read more]
Korea: Japanification Risks Strike Again
MacroBrew - China Insights: Double shocks pose a risk of a growth double dip
The “Troubled Ten” in EM
We warn of ten economies that appear most ... [Read more]
MacroBrew – APAC Tech Strategy: Growth opportunities in a post Covid-19 world
Asia's tech cycle and growth opportunities to watch. ... [Read more]
MacroBrew – China Investor Forum: Beijing’s ‘Volcker Moment’
China’s curbs on the property sector likely mean ... [Read more]
MacroBrew - China Insights: Targeted tightening and universal easing
Is China approaching a slowdown? ... [Read more]
Indonesia: A Worrying Wave Hits Hard
The Indonesian government has introduced more stringent measures ... [Read more]
Thailand: The Long Road to a Tourism Recovery
Our TRIPTracker index indicates there's still a long ... [Read more]
Introducing Cassandra: Our Early Warning Model for Financial Crises
Cassandra is currently highlighting six economies – including ... [Read more]
Paul Polman: Embedding ESG in Business is the Right Thing to Do
Businesses must move from corporate social responsibility to ... [Read more]
Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World
Covid-19 has prompted hospitals across Asia to increase ... [Read more]
It’s the Decade to Double Down on Chinese Equities
It is time for global investors to recognize ... [Read more]
Covid-19: India’s Second Wave is a Humanitarian Rather than an Economic Crisis
India’s second wave has resulted in a hit ... [Read more]
MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook
We discuss the impact of this recent wave ... [Read more]
China: How the North/South Divide Highlights the Credit Risk Disparity
The widening north/south divide could result in a ... [Read more]
MacroBrew - Asia Insights: Will China’s North-South divide have multiple growth implications?
MacroBrew - Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…
The surge in Covid-19, and it's impact on ... [Read more]
China: We See No Fiscal Cliff in 2021
With factors such as a moderate 2020 stimulus ... [Read more]
MacroBrew – EM Insights: Which countries lie under the Damocles Sword?
Which Emerging Markets are at risk of an ... [Read more]
MacroBrew – FX Insights: RMB – Bullish beyond the year of the Ox?
We see two key longer-term factors supporting RMB ... [Read more]
MacroBrew - BoJ and ECB Strategy Review: A New Direction?
How will the upcoming BoJ and ECB meetings ... [Read more]
Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?
Why are Asian economies going to be the ... [Read more]
China Financials: 2021F – A Year of Recovery
Under a potentially strong recovery, life insurers and ... [Read more]
Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.
Our Global outlook for 2021. ... [Read more]
Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?
What will 2021 mean for Asia's outlook? ... [Read more]
China’s Dual Circulation Strategy: A Tale of Chips Versus Homes
Dual circulation strategy is a combination of import ... [Read more]
Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.
What will 2021 mean for FX markets? ... [Read more]
Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?
Thailand: The Economic Fallout of Political Protests – This Time is No Different
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.
Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?
Highlights from Nomura ESG Conference 2020
The global pandemic and increasing severity of climate ... [Read more]
Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?
How are FX markets dealing with the recent ... [Read more]
Indonesia: Thoughts on Emerging Policy Challenges and Risks
Economic Policy under a Biden Administration
If Biden wins in November, he is likely ... [Read more]
Fireside Chats – Japan Outlook: Abenomics without the Abe?
With a change in leadership after the resignation ... [Read more]
China Education: Embracing the Online Boom
The online education industry in China has great ... [Read more]
Japan's path to normalization after pandemic
Nomura forecasts real growth outpacing potential growth during ... [Read more]
The world post Covid-19 (part 2)
China: Estimating Recovery Momentum from the Supply Side
The Chinese economy is still a long way ... [Read more]
Fireside Chats - Asia's Emerging Markets: The best of a bad bunch
The state of Asia's Emerging Markets and how ... [Read more]
FX Options: Embracing the Potential of Platforms
Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]
Japan’s first digital bond offering using blockchain technology
NRI issues Japan’s first bond offering using blockchain ... [Read more]
Nomura Investment Forum Asia: Covid-19 will Reshape Global Auto Industry
As with most other industries, the lockdowns imposed ... [Read more]
Nomura Investment Forum Asia: ESG Perspectives
With Covid-19 being a common factor affecting the ... [Read more]
Nomura Investment Forum Asia: Asia Healthcare Post Covid-19
Unsurprisingly, the hospital sector is one of the ... [Read more]
Nomura Investment Forum Asia: Asia Equities Market Outlook
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Gauging the Risk of a Second Wave of Covid-19
We develop a visual tool to assess the ... [Read more]
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?
How have the Antipodes navigated COVID19 so well ... [Read more]
Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises
Damocles is based on a noise-to-signals approach in ... [Read more]
Will Covid-19 tip the Japanese economy into recession?
Japan's senior society facing severe economic cycle ... [Read more]
Upturn in global IT cycle and the Japanese economy
Attention is focusing on the global IT cycle ... [Read more]
Event Risk Radar
Asia Pacific Technology: The Bull Phase to Continue in 2020F
We expect upstream companies to be more attractive ... [Read more]
Global Economic Outlook 2020: On Shaky Foundations
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism
Preparing for the Next Surge in Food Prices
India: A Difficult Climb Ahead
Innovation driving Asia’s healthcare ecosystem
Asia's healthcare sector has been deploying innovative strategies ... [Read more]
Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity
We have been downbeat on the global economic ... [Read more]
Asia Mid-Year Equities Outlook 2019
Are the Major Central Banks Trapped?
The policy reaction function of many of the ... [Read more]
Global midyear economic outlook 2019
Central bankers step up to the plate as ... [Read more]
Dealing with Digital Transformation
Australia in 2019: Soft Growth, Falling House Prices and RBA Rate Cuts
Asia Top Ideas Breakfast Series
On March 8, 2019, some of our top ... [Read more]
India: the 'Frown Curve' – why Politics and Economics don’t Always Smile
Is good economics also good politics? It could ... [Read more]
ASEAN internet: Opening up the mobile wallet
ASEAN gross transaction value of mobile payments is ... [Read more]
RBA Growth Downgrades are Coming: is Australia’s Luck Running Out?
Many are wondering whether Australia’s luck is running ... [Read more]
APAC Technology: is there Light at the End of the Tunnel?
Due to various macro and micro issues (US-China ... [Read more]
Equity Markets in 2019: Soft Power Matters
Asia FX and rates outlook 2019
India Outlook 2019: Elephant to Lose Stamina
Asia in 2019: Always Darkest Before the Dawn
US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia
Getting to know the rule setters: gauging how Asia’s central banks set policy
Since the 2008 global financial crisis, major changes ... [Read more]
New Technology: Memory Hierarchy Emerge Through the Mix
Computing architecture is advancing owing to memory hierarchy ... [Read more]
Thailand: a fragile investment cycle
The ongoing investment recovery in Thailand is likely ... [Read more]
Damocles: our early warning indicator of exchange rate crises
Despite the lessons learned from past crises, currency ... [Read more]
Deciphering EM Rate Expectations
What are some of the patterns in Asia ... [Read more]
China FinTech – 2018: survival of the fittest
Artificial Intelligence (particularly machine learning) and big data ... [Read more]
Asia Pacific technology: bigger wave of the 4th Industrial Revolution
While the first three industrial revolutions transformed our ... [Read more]
No Anesthesia: Asia’s Giant Accepts Reform Pain in Exchange for Sustainability
After decades of double-digit growth, China’s macroeconomic slowdown ... [Read more]
Digital Disinflation: a Powerful Force Taking Off in Emerging Markets
The first wave of global disinflation came from ... [Read more]
ASEAN: One body, many faces
As China’s labour-intensive manufacturing industries fan out across ... [Read more]
Highlights from Nomura Investment Forum Asia 2018
The Belt and Road Initiative: Globalization, China Style
BRI should deliver an economic win-win for China ... [Read more]
Where are the risks in an EM snapback?
Four potential events this year could lead to ... [Read more]
Who would bear the brunt of increased US protectionism?
In this study, our economists assess the impact ... [Read more]
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
Despite a number of challenging setbacks this year ... [Read more]
China: Beyond Falling M2 Growth
M2 growth has fallen sharply in China since ... [Read more]
Japanese cross-border M&A takes off
In a time of global economic and political ... [Read more]
Time for the National Pension Service to escape “home bias”
The National Pension Service (NPS) is Korea’s social ... [Read more]
Asia Economic Outlook 2018
A forecast of Asia’s sweet spot of solid ... [Read more]
Outlook 2018: Asia
Oil price moves: A big EM differentiator
With oil prices on the rise this year ... [Read more]
China equity strategy: Add Japan and India to our comparative study
Using Confucius' theory of human life stages, we ... [Read more]
Are striving tiger cubs the next phase of flying geese?
Our Asia economists present their scorecard of 2 ... [Read more]
The tranquil path of Asian inflation
In their recent ‘Asia Special Report’, our economists ... [Read more]
Highlights from Nomura Investment Forum Asia 2017
China FinTech: from exuberance to execution
Since mid-2016, the FinTech industry in China has ... [Read more]