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http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/the-outlook-under-a-trump-presidency

Geopolitical uncertainty: where are the opportunities? In a new era of politics, are you looking in the right places? Connecting Markets East and West. Profiting in a low growth world. How to make returns in markets where low-growth is the new normal. Emerging Markets: how can investors exploit the opportunities? Will the new wave of political leaders drive change from Mexico to Indonesia? Will artificial intelligence replace financial analysts? Emerging markets’ struggle with ‘America First’ policies.

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Home » Nomura

http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/welcome-to-a-new-era-a-trump-presidency

Geopolitical uncertainty: where are the opportunities? In a new era of politics, are you looking in the right places? Connecting Markets East and West. Profiting in a low growth world. How to make returns in markets where low-growth is the new normal. Emerging Markets: how can investors exploit the opportunities? Will the new wave of political leaders drive change from Mexico to Indonesia? Will artificial intelligence replace financial analysts? Emerging markets’ struggle with ‘America First’ policies.

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http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/five-things-to-learn-from-the-trump-win

Geopolitical uncertainty: where are the opportunities? In a new era of politics, are you looking in the right places? Connecting Markets East and West. Profiting in a low growth world. How to make returns in markets where low-growth is the new normal. Emerging Markets: how can investors exploit the opportunities? Will the new wave of political leaders drive change from Mexico to Indonesia? Will artificial intelligence replace financial analysts? Emerging markets’ struggle with ‘America First’ policies.

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It's not the first Brexit, just ask Henry VIII » Nomura

http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/its-not-the-first-brexit-just-ask-henry-viii

It's not the first Brexit, just ask Henry VIII. It's not the first Brexit, just ask Henry VIII. One of the challenges of understanding the consequences of Brexit is the apparent lack of precedent for such an event. But this pre-supposes that only the recent past is relevant. If instead we use the full sweep of history, then we can find the obvious precedent of the English Reformation that started in 1534. Most popular Brexit analysis here. Nomura&body=I thought you would be interested to see this from No...

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Brexit: expect waves of contagion in Asia » Nomura

http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/brexit-expect-waves-of-contagion-in-asia

Brexit: expect waves of contagion in Asia. Brexit: expect waves of contagion in Asia. Our Asia ex-Japan research team explores the impact of the UK Referendum decision on Asia. Beyond the trade channel, once financial, confidence and psychological channels are taken into account, we caution not to underestimate the depth and reach of financial market contagion to Asia. Log on to the. Europe-reliant companies take a hit from Brexit. In the Nikkei Asian Review. Back to Geopolitical Uncertainty insights.

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What Trump means for Asia » Nomura

http://www.nomuraconnects.com/our-insight/geopolitical-uncertainty/what-trump-means-for-asia

What Trump means for Asia. What Trump means for Asia. As the dust begins to settle on the US elections, our Asia Economists look at the immediate after effects of Trump winning the presidency, as well as the outlook for the markets in Asia ex-Japan. The last few days have sent shockwaves through the markets, as the unexpected win by the Trump camp sent investors flooding to quality in a knee-jerk reaction to the ensuing political uncertainty. In our Asia Special Report entitled. Themes and Trades page.

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Asia's striving cubs and ageing tigers: will the economic divergence grow? » Nomura

http://www.nomuraconnects.com/our-insight/emerging-markets/asias-striving-cubs-and-ageing-tigers-will-the-economic-divergence-grow

Asia's striving cubs and ageing tigers: Will the economic divergence grow? Asia's striving cubs and ageing tigers: Will the economic divergence grow? Our top 5 Asia economists define Asian countries into two sets - striving cubs and ageing tigers. Classifications like these are never perfect, but overall, our Asia cubs/tigers distinction closely matches the divergent contributions of domestic demand to GDP growth in Q2 (Fig 1) and Asia league table rankings (Fig 2). South Africa: It's all about power.