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.

Economics

China: A Major Step to Modernizing the PBoC’s Policymaking

Investors often find signals from China’s two-tier policy rate system perplexing. The Chinese central bank’s recent moves aim to streamline its policy rate framework, better guide market interest rates and improve liquidity management

2 min read | June 2025

Japan in focus

No Longer an Outlier

Ten ways the Japanese economy is moving toward greater alignment with other developed economies.

4 min read | June 2025

Japan in focus

The Era of Disappearing Shares

The number of outstanding shares in the Japanese equity market is decreasing as the unwinding of cross-shareholdings continues.

3 min read | May 2025

Economics

Macro and Micro Evidence of the Tariff Impact

Evidence suggests US import frontloading is benefitting many Asian economies, especially in electronics, but soft data are signaling weakness ahead

2 min read | May 2025

Economics

Impact of the US Tariff Shock

Liberation Day tariffs to have different effects on different parts of the world

5 min read | April 2025

Economics

Asia: Low Inflation is Here to Stay

Disinflation is underway in Asia, with inflation falling within central bank targets across most countries.

3 min read | March 2025