Focused Thinking
Sustainability
Heavy emitters are at risk of missing their net zero targets as low emission products carry too much of a green premium and carbon offsets standards are too strict.
3 min read | July 2024
Sustainability
Green hydrogen has the potential to produce nearly a fifth of total energy demand by 2050
3 min read | July 2024
Technology
Xavier Barbaro is CEO of Neoen, a renewables producer. Xavier tells Nomura Greentech that he is accelerating the roll out of battery storage as the next revolution in the green energy transition.
3 min read | July 2024
Economics
Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.
4 min read | July 2024
Economics
Pressure growing across region as West imposes more tariffs on Beijing.
5 min read | July 2024
Central Banks
Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.
4 min read | July 2024
Economics
India will see economic growth accelerate over the next decade with increased participation from sub-national governments and the private sector, said the country’s Chief Economic Advisor.
3 min read | July 2024
Volatility
Calmer FX markets, liquidity fragmentation and the legacy of the pandemic are among the factors fuelling a new wave of algo usage.
3 min read | June 2024
Economics
Economies around the world are recovering from the pandemic shock at varying tempos.
7 min read | June 2024
Economics
Recent corporate government reforms and bilingual disclosure requirements could help attract more foreigners to the Japanese equities market, said Hiromi Yamaji, CEO, Japan Exchange Group.
3 min read | June 2024
Economics
The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.
3 min read | June 2024
Economics
Japan regaining relevance in the equities market after 30 years of low growth adds to the excitement of Asia. At the same time, India’s economic backdrop and the current environment provide great investment opportunities.
4 min read | June 2024
Economics
This dynamic is reminiscent of the 1990s, when Japan grappled with deflation while the rest of the world worried about inflation, said Richard Koo, Chief Economist at Nomura Research Institute.
3 min read | June 2024
Economics
Singapore will develop strategies that align with national interests, said Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and Ministry of National Development of Singapore.
3 min read | June 2024