Focused Thinking

Volatility

From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.

Economics

What Drives the Oil Price Rise Matters

We found that a sustained rise in oil prices affects emerging markets more than developed markets, and can drive major differentiation in EM economic performance. In the event that oil prices continue to rise, there are likely to be clear winners and losers in EM.

2 min read | May 2019

Economics

China Home Appliances: Structural Positives, Near-Term Challenges

In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.

2 min read | April 2019

Volatility

Low volatility, but can it last?

Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.

9 min video | April 2019

Economics

Chinese Hog Cycle and Inflation

While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.

2 min read | April 2019

Economics

What does rising household debt mean for the UK economy?

While household debt outstrips incomes across the country, is the UK unusual among its peers?

2 min read | April 2019

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Central Banks

Australia in 2019: Soft Growth, Falling House Prices and RBA Rate Cuts

2 min video | April 2019

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Volatility

Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?

We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy maker ammunition may trigger more unconventional policies

1 min read | February 2019

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Volatility

The UK in 2019: Why are global investors optimistic about the UK?

Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.

1 min read | February 2019

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Volatility

Europe in 2019: What will drive a recovery this year?

Our European Outlook looks at what will drive recovery in Europe in 2019.

3 min video | February 2019

Central Banks

RBA Growth Downgrades are Coming: is Australia’s Luck Running Out?

Many are wondering whether Australia’s luck is running out, amid slower global and regional growth, tightening financial conditions and falling local house prices.

1 min read | January 2019

Emerging Markets

Spearheading game-changing East-West M&A deals as Asia’s leading investment bank

Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As the only global investment bank anchored in Asia, Nomura is strongly positioned to advise companies aiming to close significant, value-accretive transactions that cut across borders and jurisdictions.

2 min read | January 2019

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Economics

Equity Markets in 2019: Soft Power Matters

As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.

2 min video | December 2018

Emerging Markets

Asia FX and rates outlook 2019

We believe the performance of Asia FX/local markets over the coming year can be categorized into three episodes.

0 min video | December 2018

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Central Banks

India Outlook 2019: Elephant to Lose Stamina

Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.

1 min video | December 2018

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