Focused Thinking

Asia

Our experience navigating Asia’s cultures and customs is unrivaled. With integrated global access and deep roots in Asia, Nomura Connects is where our rigorous research meets our extensive global footprint and provides true insights to one connected market.
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

Central Banks

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2023 by region.

3 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

Sustainability

Why Cybersecurity Is the Biggest Hidden ESG Risk

Cybersecurity is fast becoming the top global risk by impact and likelihood along with climate change and geopolitical conflict. In response, investors need an efficient model to integrate cybersecurity into their investment decisions.

4 min read | March 2023

Sustainability

Battery Reincarnation – A Second Life in Rural Electrification

Lina Lee is Co-Founder and Executive Director of Durapower, a Singapore-based energy storage solutions provider. Lina tells Nomura Greentech that she is extending the duration of electric vehicle batteries by giving them a second life as storage for renewables.

3 min read | March 2023

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Central Banks

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

Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.

42 min video | March 2023

Economics

Euro Sovereign Debt Crisis: This Time Is Different

With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.

3 min read | March 2023

Economics

Asia Economic Monthly

We raise our 2023 GDP growth projections slightly, but a services-driven recovery in China and the US, and a higher-for-longer Fed are not as positive for Asia.

3 min read | February 2023

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Central Banks

Fireside Chats - How Fast Has China's Reopening Been So Far?

Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.

28 min video | February 2023

Sustainability

Scaling Solar – Harnessing Agriculture to Boost Deployment

Alexander Arcache is Managing Director and founder of Kronos Solar, a German renewables company. Alexander believes agrivoltaics – the shared use of land for both solar power generation and agriculture – will be a key driver of future solar deployment.

4 min read | February 2023

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Economics

MacroBrew – Nomura Macro Outlook 2023: Tough Choices

15 min video | February 2023

Economics

How the Changing Rates Outlook is Boosting Demand for Convexity Hedging

Nomura’s Hans-Peter Schoech, Head of Structured Rates Trading EMEA, and Ali Khan Head of Rates Options Trading, EMEA and North America explain how the uncertain macro environment has created interesting opportunities for convexity hedging.

3 min read | February 2023

Sustainability

Purpose over Profit - Using Clean Energy to Alleviate Poverty

Vineet Mittal is Chairman of Avaada Group, a leading Indian renewables company. Vineet explains to Nomura Greentech how his clean energy plans can help lift people out of poverty.

5 min read | February 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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