NOMURA CONNECTS

Insights & Thought Leadership: Connecting Markets East & West

Recent Articles

Sustainability

A Demographic Timebomb: Lessons for China from Japan’s Lost Decades

China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan’s lost decades by raising productivity through structural reforms to sustain economic growth.

4 min read | March 2023

Economics

Asia Economic Monthly: Our growth cycle framework

We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.

2 min read | March 2023

Economics

Assessing countries at risk of hard versus soft economic landings

Our analysis suggests developed market economies are more at risk of hard landings this time than emerging market economies, a break from the usual pattern.

3 min read | February 2023

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Podcast & Videos

play March 01, 2023

Fireside Chats

Fireside Chats - US: Is the Strong Data a Macro Game Changer or a Fade?

42 min video
MODERATOR
Jordan Rochester

Jordan Rochester

FX Strategist

speakers
Charlie McElligott

Charlie McElligott

Cross-Asset Macro Strategist

Recent podcasts

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Fireside Chats February 21, 2023

Fireside Chats - How Fast Has China's Reopening Been So Far? 28 min video
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MacroBrew February 16, 2023

MacroBrew – Nomura Macro Outlook 2023: Tough Choices 15 min video
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ESG360 January 26, 2023

ESG360 Outlook 2023: Part 2 - Policy Themes to Watch 15 min video
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ESG360 January 26, 2023

ESG360 Outlook 2023: Part 1 - Will Green Deals Rebound? 29 min video

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