Focused Thinking
As the axis of global trade shifts, there are new connections that need to be understood. Emerging markets are continuing their path of development and becoming more central to global trade. Which countries will become closer and what are the connections between emerging markets’ progression, risks and opportunities?
Economics
Analysis of the rapid growth in 20 EM central bank balance sheets and show how 10 are now larger than that of the US Fed (relative to GDP).
3 min read | November 2020
Emerging Markets
How much of an impact are the recent protests having on the Thai Economy?
34 min video | November 2020
Economics
The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.
7 min read | November 2020
Emerging Markets
Is Indonesian 'helicopter money' keeping their economy aflight?
26 min podcast | October 2020
Emerging Markets
The online education industry in China has great growth potential, with market size expected to double in five years.
2 min read | August 2020
Central Banks
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
Economics
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
Emerging Markets
The state of Asia's Emerging Markets and how they got there.
18 min podcast | July 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Economics
We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.
2 min read | June 2020
Emerging Markets
In this week’s episode Euben Paracuelles discusses how some Asia's EMs are coping with the impact of the COVID-19.
16 min podcast | May 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
Economics
After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.
5 min video | December 2019
Central Banks
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.
2 min video | November 2019