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

Strong underlying momentum to continue to buoy India’s economic growth: V. Anantha Nageswaran

India’s Chief Economic Advisor is optimistic about the country’s recovery, according to a keynote at the 2023 Nomura Investor Forum Asia.

3 min read | June 2023

Economics

Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma

“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.

3 min read | June 2023

Economics

Asia’s time to shine

Asia, currently the fastest-growing economic region, has always been a land of opportunity with significant scope for economic development. So the pertinent question is not “why Asia?”, but “why Asia now?”

5 min read | June 2023

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Central Banks

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.

3 min read | May 2023

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Central Banks

MacroBrew - Thailand: Who Will Form The Next Government?

In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.

26 min video | May 2023

Economics

Asia Economic Monthly: Shape of Asian exports recovery: L, U, V or W?

We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.

3 min read | May 2023

Central Banks

Governor Ueda’s first meeting and Nomura’s BOJ monetary policy scenario

Four highlights of the BOJ Monetary Policy Meeting; Nomura’s main scenario pictures a YCC revision in or after June 2023 MPM

3 min read | May 2023

Sustainability

Blue Bonds – A Blueprint for Ocean Conservation

Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.

3 min read | May 2023

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Sustainability

ESG360 – Blue Bonds: Unlocking the Ocean’s Potential

The recent UN accord to protect 30% of the Oceans by 2030 combined with increasing investor appetite are providing the ingredients to unleash growth in blue bonds, which aim to expand the ocean economy.

15 min video | May 2023

Economics

Thailand hospitals poised for further expansion

More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.

2 min read | May 2023

Sustainability

Are Carbon Markets the Missing Piece in the Climate Change Puzzle?

Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to make it easier to offset emissions.

3 min read | May 2023

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Central Banks

MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2023

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