Asia

China’s Demographic Timebomb: Lessons 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 by raising productivity through structural reforms to sustain economic growth.

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.

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.

Battery Reincarnation – A Second Life in Rural Electrification

Lina Lee is Co-Founder 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.

MacroBrew - 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.

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.

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.

MacroBrew - 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.

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.

MacroBrew – Nomura Macro Outlook 2023: Tough Choices

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.

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.