The Week Ahead – Live from NIFA 2026 – Asia Rewired

Podcast: Nomura – The Week Ahead · Nomura

Opublikowano: 2026-06-03

We discuss the economic impact and investment opportunities of geopolitical transitions, China shock, and the AI revolution reshaping Asia. At the sidelines of Nomura's Investment Forum Asia (NIFA) in Singapore, we highlight key takeaways from our new anchor report "Asia Rewired." Shifts like the AI revolution and trade realignment are rewiring Asia, creating winners and losers as well as investment opportunities. China, Malaysia, South Korea, Australia, and Singapore stand to benefit the most, while lower-income economies face some challenges.