NOMURA CONNECTS

Insights & Thought Leadership: Connecting Markets East & West

Recent Articles

Japan in focus

Japan Stocks to Sustain Allure amid Structural and Policy Reforms

A confluence of factors from strong domestic demand and price hikes to increased foreign investor interest, are likely to boost Japan stocks as bigger profits continue through 2024.

4 min read | September 2023

Economics

Europe – Heading Over the Recession Precipice

We now expect the Euro Area and UK to fall into recession. The latest survey data have been particularly weak, and lags in monetary policy, rising bankruptcies, plummeting demand for lending, and a poor global backdrop, all suggest it is only a matter of time until a recession materialises.

4 min read | September 2023

Economics

Asia Economic Monthly: Is Asia slowly decoupling from China?

China’s share in Asian exports is slowing and Asian lenders’ exposure to China is plateauing.

4 min read | September 2023

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Podcast & Videos

play June 21, 2023

ESG360

ESG360 – Sustainable Heroes X: Green Leaders in Focus

29 min video
speakers
Viren Vaghela

Viren Vaghela

Content Editor

Niall Dunne

Niall Dunne

CEO, Polymateria

Sébastien Clerc

Sébastien Clerc

CEO, Voltalia

Hidetake Takahashi

Hidetake Takahashi

Head of Energy and Eco Services, ORIX

Dharsono Hartono

Dharsono Hartono

CEO, PT Rimba Makmur Utama

Recent podcasts

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MacroBrew May 24, 2023

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure? 3 min read
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MacroBrew May 19, 2023

MacroBrew - Thailand: Who Will Form The Next Government? 26 min video
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ESG360 May 10, 2023

ESG360 – Blue Bonds: Unlocking the Ocean’s Potential 15 min video
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MacroBrew April 28, 2023

MacroBrew - The ECB and BoE: Fighting for The Last Hike 18 min video

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