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.
Sustainability

Purpose over Profit - Using Clean Energy to Alleviate Poverty

Vineet Mittal is Chairman of Avaada Group, a leading Indian renewables company. Vineet explains to Nomura Greentech how his clean energy plans can help lift people out of poverty.

5 min read | February 2023

Economics

How Far Could UK House Prices Fall?

We have a central forecast of a 15% fall in UK house prices by mid-2024. We explore some of the upside and downside risks to this forecast.

3 min read | January 2023

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Annual Outlook

ESG360 Outlook 2023: Part 2 - Policy Themes to Watch

This is the final part of our two-part 2023 ESG Outlook Series, in which we explore the year ahead for policy and regulation.

15 min video | January 2023

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Annual Outlook

ESG360 Outlook 2023: Part 1 - Will Green Deals Rebound?

This is the first of our two-part 2023 ESG Outlook Series, in which we explore what this year has in store for green deals.

29 min video | January 2023

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Central Banks

MacroBrew: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.

27 min video | January 2023

Sustainability

Trade not Aid – Rewarding Communities for Protecting Nature

Ana Haurie is CEO of Respira International, an impact-driven carbon finance company. Ana tells Nomura Greentech that she is using the principal of ‘trade not aid’ via the voluntary carbon market to empower communities and get us to net zero.

4 min read | January 2023

Sustainability

Magic Meat – Growing Animal Protein to Reduce Emissions

Josh Tetrick is CEO of Eat Just, a US food startup. Josh tells Nomura Greentech how he is pioneering cultivated or lab-grown meat to drastically cut emissions from animal protein.

4 min read | January 2023

Annual Outlook

Euro Area 2023 Outlook – Will Sovereign Debt Risk be a Theme of 2023?

Our forecasts remain among the most pessimistic for euro area growth. We are forecasting a recession to last six quarters, beginning in Q4 2022, with a total GDP contraction of 2.5%. Though there are signs from recent surveys that the fallout from the energy crisis could be milder – especially if lower gas prices persist.

4 min read | January 2023

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Sustainability

ESG360 – The ‘S’ Factor in East Asia: Key Takeaways from the Series

We review the key points discussed in our ESG in East Asia series, including the diversity dividend and employment, demographic pressures and business opportunities.

26 min video | December 2022

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Central Banks

MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

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Economics

MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches

80 min video | December 2022

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Central Banks

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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