The Week Ahead – Live from NIFA 2025
Jun 06, 2025•28 min•Season 2Ep. 234
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Episode description
In this episode, we discuss our high conviction views and the second half outlook presented at our flagship Nomura Investment Forum Asia (NIFA) which recently took place in Singapore. Key themes at the conference were centered around US trade and fiscal policy, tensions with China, geopolitical risks, and de-dollarization. We also discuss how the rest of the world, as well as market participants, are navigating this highly uncertain global environment.
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