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

Asia's new flying geese

Asia is the main beneficiary of the China-plus-one strategy, led by India, Vietnam and Malaysia, while Mexico is benefiting outside of Asia.

4 min read | June 2024

Economics

Private credit can provide the most compelling opportunities in Asia

Investor interest in private credit in Asia has grown substantially over the last couple of years and private credit providers with an integrated and holistic offering, and ability to serve clients across jurisdictions and their credit lifecycle, will have an edge.

4 min read | May 2024

Economics

Asia Economic Monthly: China taps Asian demand

Asia is importing more from but exporting less to China.

3 min read | May 2024

Economics

The great reshuffle in global supply chains

Assessing China’s hidden trade with America.

3 min read | May 2024

Economics

Indian opportunities spice up Japanese corporate growth strategies

India is highly complementary to Japan in view of its rapid economic growth and rich talent pool.

3 min read | April 2024

Japan in focus

Japan Regional Banks Target Zero Day Options to Escape Zero Yields

Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield

3 min read | April 2024

Economics

Asia Economic Monthly: Asia’s growth kaleidoscope

Don’t paint the entire region with the same brush. Growth divergence is likely, based on cyclical and structural outlooks.

4 min read | April 2024

Economics

Repacks Rebooted: Insurers Turn to Structured Notes for Alpha

Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers

3 min read | March 2024

Economics

Asia Economic Monthly: Deciphering Asia’s capex cycles and trends

Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.

4 min read | March 2024

Technology

How a Unique Financing Reduced Costs for Taiwan’s GlobalWafers

GlobalWafers, the world’s third biggest silicon wafer maker issued EUR345mn of Exchangeable Units.

2 min read | March 2024

Sustainability

Policy Tailwinds – Leveraging a Megatrend to Effect Change

Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.

4 min read | March 2024

Economics

Swiftonomics: The economic power of superstar concerts

The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.

4 min read | March 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors Part 2

In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.

3 min read | February 2024

Japan in focus

How Overseas Investors are Using Options to Play Japan Equities

Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.

3 min read | February 2024

1 2 3 4 5 6 7 8