Focused Thinking

EMEA

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.

Annual Outlook

Euro Area 2026 Outlook: Fiscal’s Time to Shine

Various major drags on Europe’s economies might explain weak expectations for trend growth including de-globalisation, climate change, demographics, and in the UK’s case, Brexit. But could German fiscal loosening save the day?

3 min read | December 2025

Japan in focus

The Takaichi Surprise

How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.

3 min read | October 2025

Japan in focus

Old but Agile

Japan’s 100-year-old companies demonstrate strength through continuous transformation.

3 min read | July 2025