NOMURA CONNECTS
Economics
Thailand, India, Korea and the Philippines are the most vulnerable to higher oil prices, due to their high import dependence, while Malaysia would be a relative beneficiary as an energy exporter
5 min read | March 2026
Japan in focus
Allocators and gatekeepers discuss hedge fund investing and allocation trends at the Nomura Alternatives Forum 2025
3 min read | February 2026
Central Banks
We forecast ECB rates will remain unchanged through 2027 as inflation stays near target. However, tight labor markets and above-potential growth in 2028 risk pushing inflation higher, likely requiring at least two rate hikes to restore price stability.
4 min read | February 2026
Economics
AI is estimated to have contributed approximately 2pp to Asia's GDP growth in 2025, accounting for half of total growth, primarily through trade
2 min read | February 2026