Focused Thinking
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Economics
The region is at the epicenter of the energy security shock and faces potential stagflation, if disruptions persist beyond a month
4 min read | March 2026
Economics
Thailand, India, Korea and the Philippines are the most vulnerable to higher oil prices, due to their high import dependence, while Malaysia would be a relative beneficiary as an energy exporter
5 min read | March 2026
Economics
AI is estimated to have contributed approximately 2pp to Asia's GDP growth in 2025, accounting for half of total growth, primarily through trade
2 min read | February 2026
Economics
The deal sends a message to the US that global economies are forging deals and strategic alliances with one another as the US becomes more insular
4 min read | February 2026
Economics
Rising US capex in artificial intelligence is benefiting Asia on a broader basis than just increased chip exports
3 min read | January 2026
International Wealth Management
Powered by a multipolar world, structural shifts in Chinese household investment and Chinese firms’ growing global dominance, Hong Kong continues to be an attractive key global IPO destination
3 min read | January 2026
Annual Outlook
The world's second-largest economy stands at a pivotal juncture as it prepares to implement its 15th Five-Year Plan in 2026
3 min read | December 2025
Annual Outlook
AI demand and the memory supercycle should sustain tech exports, but the outlook for non-tech demand is mixed. We see a North-South monetary policy divide across Asia.
5 min read | December 2025
Japan in focus
How to raise 150 trillion yen in investments to help Japan achieve a green transition and maintain economic growth.
3 min read | November 2025
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Economics
Beyond the near term, the US aims to build new critical mineral supply chains, bring more economies under its economic sphere of influence, and drive Asian reforms through stealth.
3 min read | November 2025