Emerging Markets
It Could Be a Different Story for Asian Equities in the Second Half
With a valuation cushion, Asian stocks are relatively insulated from a US stock sell-off
5 min read | June 2022
Focused Thinking
Focused Thinking
Emerging Markets
With a valuation cushion, Asian stocks are relatively insulated from a US stock sell-off
5 min read | June 2022
Central Banks
Fed’s pace of rate hikes this year will depend on inflation
2 min read | June 2022
Japan in focus
Japan’s largest natural resource is the underutilized talent of Japanese women
3 min read | June 2022
Focused thinking
As border restrictions are relaxed, tight labor market conditions could ease
2 min read | June 2022
Sustainability
Part 1: History and Social Principles
5 min read | June 2022
Sustainability
Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.
5 min read | May 2022
Sustainability
Investors and corporates are looking to finance to tackle gender inequality in Japan.
4 min read | May 2022
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022
Economics
As Omicron subsides and travel restrictions ease, ASEAN countries have fast-tracked border re-openings
2 min read | April 2022
Technology
Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.
4 min read | April 2022
Sustainability
The results of Nomura Securities’ December 2021 Individual Investor Survey reveal that Japan retail investors are increasingly interested in ESG-aligned financial products.
3 min read | April 2022
Economics
Just as India was crawling its way out of the pandemic, the conflict in Europe, a hawkish Fed and China shocks have reignited macro uncertainties.
5 min read | April 2022
Sustainability
Southeast Asia, a region prone to nature’s wrath, is accelerating efforts to lay down a classification system that will promote transparency around green activities.
5 min read | March 2022
Sustainability
ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.
3 min read | February 2022