Tag name: Emerging Markets

Economics | 4 min read | October 2024

China Investor Forum: When will China’s property sector bottom out?

Economics | 2 min read | October 2024

India: From low inflation to low rates; the RBI is set to pivot

Central Banks | 6 min read | September 2024

China Investor Forum: The Global Economic Outlook

Economics | 3 min read | May 2024

The great reshuffle in global supply chains

Economics | 3 min read | April 2024

Indian opportunities spice up Japanese corporate growth strategies

Economics | 2 min read | May 2023

Thailand hospitals poised for further expansion

Economics | 3 min read | February 2023

Assessing countries at risk of hard versus soft economic landings

Annual Outlook | 3 min read | December 2022

Asia Macro Outlook 2023: Rolling with the Punches

Economics | 2 min read | November 2022

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate ... [Read more]

Economics | 30 min podcast | November 2022

Asia Macro in 30: Macro-financial vulnerabilities in Asia

With weak growth, higher interest rates, a stronger ... [Read more]

Technology | 4 min read | August 2022

Quantamental Analysis Combines the Best of Both Worlds

Quantamental analysis is gaining popularity among the investing ... [Read more]

Emerging Markets | 5 min read | June 2022

It Could Be a Different Story for Asian Equities in the Second Half

With a valuation cushion, Asian stocks are relatively ... [Read more]

Economics | 60 min podcast | April 2022

MacroBrew - Thailand’s tourism recovery prospects this year

Economics | 5 min read | April 2022

India: External shocks, stagflation risks and policy trade-offs

Just as India was crawling its way out ... [Read more]

Central Banks | 58 min podcast | February 2022

MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election

Economics | 60 min video | December 2021

MacroBrew - Asia Outlook 2022: As the Tide Turns

Economics | 2 min read | December 2021

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in ... [Read more]

Economics | 3 min read | November 2021

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Four countries – Egypt, Romania, Turkey and Sri ... [Read more]

Economics | 5 min read | November 2021

The Covid-19 Endgame: Learning to Live With it

The endgame of Covid-19 leaves economists in a ... [Read more]

Emerging Markets | 60 min video | October 2021

MacroBrew - China Insights: Double shocks pose a risk of a growth double dip

Economics | 2 min read | September 2021

The “Troubled Ten” in EM

We warn of ten economies that appear most ... [Read more]

Central Banks | 2 min read | August 2021

Indonesia: A Worrying Wave Hits Hard

The Indonesian government has introduced more stringent measures ... [Read more]

Emerging Markets | 3 min read | July 2021

Thailand: The Long Road to a Tourism Recovery

Our TRIPTracker index indicates there's still a long ... [Read more]

Economics | 2 min read | June 2021

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including ... [Read more]

Economics | 2 min read | June 2021

Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World

Covid-19 has prompted hospitals across Asia to increase ... [Read more]

Emerging Markets | 3 min read | June 2021

It’s the Decade to Double Down on Chinese Equities

It is time for global investors to recognize ... [Read more]

Economics | 2 min read | May 2021

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]

Emerging Markets | 22 min podcast | March 2021

MacroBrew – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an ... [Read more]

Central Banks | 27 min podcast | February 2021

India Budget: In Fiscal Activism, India Takes a Chance on Growth

With the return of fiscal activism, the baton ... [Read more]

Central Banks | 17 min video | December 2020

2021 Equities Outlook: ...it is more about 2022

Central Banks | 6 min read | December 2020

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook ... [Read more]

Emerging Markets | 30 min podcast | December 2020

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]

Central Banks | 3 min read | December 2020

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

Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]

Emerging Markets | 3 min video | November 2020

Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.

Economics | 3 min read | November 2020

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

Analysis of the rapid growth in 20 EM ... [Read more]

Economics | 7 min read | November 2020

Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate ... [Read more]

Economics | 4 min read | September 2020

Economic Policy under a Biden Administration

If Biden wins in November, he is likely ... [Read more]

Central Banks | 29 min video | August 2020

The world post Covid-19 (part 2)

Economics | 2 min read | July 2020

China: Estimating Recovery Momentum from the Supply Side

The Chinese economy is still a long way ... [Read more]

Emerging Markets | 18 min podcast | July 2020

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

The state of Asia's Emerging Markets and how ... [Read more]

Economics | 3 min read | June 2020

Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19

During our virtual Nomura Investment Forum Asia conference ... [Read more]

Economics | 2 min read | June 2020

Gauging the Risk of a Second Wave of Covid-19

We develop a visual tool to assess the ... [Read more]

Economics | 1 min read | April 2020

Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises

Damocles is based on a noise-to-signals approach in ... [Read more]

Central Banks | 17 min video | January 2020

Global Economic Outlook 2020: On Shaky Foundations

Economics | 5 min video | December 2019

Preparing for the Next Surge in Food Prices

Central Banks | 2 min video | November 2019

India: A Difficult Climb Ahead

Nomura in focus | 2 min video | September 2019

Nomura's Commitment to Infrastructure and Power Finance

Central Banks | 3 min video | July 2019

Asia Mid-Year Equities Outlook 2019

Economics | 3 min podcast | July 2019

Damocles Update: Who is at Risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

Emerging Markets | 2 min read | July 2019

China Video Surveillance: Secure Ground in the Homeland

For video surveillance companies in China, we believe ... [Read more]

Central Banks | 5 min read | June 2019

NIFA featured article - Will the Renminbi Crack Seven?

The downward pressure on the renminbi since last ... [Read more]

Central Banks | 1 min read | June 2019

Highlights from Nomura Investment Forum Asia 2019

Economics | 2 min read | May 2019

What Drives the Oil Price Rise Matters

We found that a sustained rise in oil ... [Read more]

Economics | 2 min read | April 2019

Chinese Hog Cycle and Inflation

While Beijing’s policymakers are trying to boost growth ... [Read more]

Economics | 2 min read | March 2019

India: the 'Frown Curve' – why Politics and Economics don’t Always Smile

Is good economics also good politics? It could ... [Read more]

Economics | 2 min video | December 2018

Equity Markets in 2019: Soft Power Matters

Emerging Markets | 0 min video | December 2018

Asia FX and rates outlook 2019

Central Banks | 1 min video | December 2018

India Outlook 2019: Elephant to Lose Stamina

Economics | 3 min video | December 2018

Asia in 2019: Always Darkest Before the Dawn

Economics | 7 min video | November 2018

US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia

Emerging Markets | 3 min read | November 2018

New Technology: Memory Hierarchy Emerge Through the Mix

Computing architecture is advancing owing to memory hierarchy ... [Read more]

Central Banks | 4 min read | October 2018

Surplus or deficit: what drives the current account matters

Current account deficits in Indonesia and the Philippines ... [Read more]

Economics | 2 min read | September 2018

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely ... [Read more]

Central Banks | 3 min read | September 2018

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Economics | 2 min read | August 2018

Deciphering EM Rate Expectations

What are some of the patterns in Asia ... [Read more]

Emerging Markets | 2 min read | June 2018

Digital Disinflation: a Powerful Force Taking Off in Emerging Markets

The first wave of global disinflation came from ... [Read more]

Emerging Markets | 3 min read | April 2018

Where are the risks in an EM snapback?

Four potential events this year could lead to ... [Read more]

Economics | 3 min read | March 2018

Deleveraging in a political milieu: Asia’s elephant faces a pivotal year

Despite a number of challenging setbacks this year ... [Read more]

Economics | 1 min read | December 2017

Asia Economic Outlook 2018

A forecast of Asia’s sweet spot of solid ... [Read more]

Economics | 5 min video | December 2017

Outlook 2018: Asia

Economics | 3 min read | August 2017

The tranquil path of Asian inflation

In their recent ‘Asia Special Report’, our economists ... [Read more]

Economics | 11 min podcast | August 2017

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 2 ... [Read more]