Focused Thinking

Europe, Middle East and Africa

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Economics

Euroyen market delivers swift results

Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on the way?

4 min read | October 2018

Economics

In the hunt for yield where are the new sources of volatility?

As mainstream markets evolve, structured products that focus on volatility are becoming more central to risk management and investment. Traditional products, such as long-only equities or bonds, are no longer a sufficient means for investors to achieve their goals.

1 min read | September 2018

Economics

Why global bonds are still attractive to Japanese issuers

Issuance hit a record high in 2017 and conditions remain supportive for new issues.

3 min read | August 2018

Volatility

East meets West: How China’s Geely connected with Volvo Trucks

Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple contract to present to the Chinese regulators.

3 min read | August 2018

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Economics

Why market volatility is inevitable

Our research analysts, as well as representatives from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning. Volatility is often misunderstood and can mean different things to different people.

3 min video | June 2018

Economics

From the factory to the lab: Central and Eastern Europe’s innovation push

Central and Eastern Europe has been a manufacturing hub for the rest of the continent, but the model is creaking as labour costs rise; will innovation in software and digital write the next chapter in its growth story?

4 min read | June 2018

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Economics

Global Emerging Markets Podcast Series

Goldilocks economic conditions of strong growth and low inflation and the hunt for yield mean that most investors remain optimistic. But in our three podcasts below, Nomura economists point out that there are good reasons to be cautious.

8 min podcast | May 2018

Emerging Markets

Higher Oil Prices Drive EM Divergence

A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic cost to large net oil importers with weak economic fundamentals can be disproportionately larger than the benefit to net oil exporters

1 min read | May 2018

Emerging Markets

Where are the risks in an EM snapback?

Four potential events this year could lead to an emerging markets pricing snapback: a US bond market selloff, the global unwind of quantitative easing, a China growth slowdown and the risk of a trade war.

3 min read | April 2018

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Economics

What is fuelling trade in global emerging markets?

Trade has played a critical role in the development of emerging market (EM) countries. But as we discuss in our video, the increase in protectionist rhetoric in recent years threatens to stall or even reverse globalization. How will EM countries cope?

2 min read | April 2018

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Economics

How is technology transforming global emerging markets?

Technology has transformed the global economy in the last decade and made it easier to transfer knowledge. Now it’s giving emerging markets a competitive advantage, allowing them in some cases to be more agile and innovative than developed economies.

1 min video | April 2018

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact of US trade protectionism, centering on China. The goal is to examine which countries and industries would ultimately bear the brunt should the US step up trade protectionism.

1 min read | March 2018