Focused Thinking
Japan in focus
We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.
5 min read | August 2023
Sustainability
Prabha Parameswaran, Group President, Growth and Strategy at Colgate-Palmolive tells Nomura Greentech how the consumer giant is focused on recyclable, reusable and compostable packaging to create a healthier future for all people, their pets and our planet.
3 min read | August 2023
Sustainability
Hidetake Takahashi, Head of Energy and Eco Services at ORIX, a Japanese financial services group, tells Nomura Greentech that he is doubling renewable energy generation capacity through strategic acquisitions
3 min read | August 2023
Sustainability
Moving the U.S. waste industry to a more circular and recycling-led market represents a major investment opportunity yet the effort faces headwinds due to ingrained consumer behavior, landfill economics, and fragmented policy which need better incentives to change.
3 min read | August 2023
Central Banks
BOJ makes concessions for the uncertainty around inflation; Apr–Jun 2024 looks like a likely time for an end to YCC and NIRP
5 min read | August 2023
Technology
China’s AI market could see US$18.5 billion of revenue growth between 2022 and 2025.
3 min read | August 2023
Sustainability
Electric vehicle adoption is outpacing charging infrastructure build-out. However, massive ongoing investment in the sector combined with rapidly evolving technologies, promises to accelerate the required infrastructure to support continued growth.
3 min read | July 2023
Sustainability
Western U.S. water shortages caused by mega droughts combined with under investment in the industry threaten a crisis unless desalination technologies improve or fresh water is used more efficiently.
3 min read | July 2023
Sustainability
Consumer demand for green packaging is providing a tailwind for eco and recycled materials but more policy support and collaboration is needed before the industry can make a bigger decarbonization impact.
3 min read | July 2023
Sustainability
The alternative protein industry has emerged as a solution to the unsustainable practices of intensive agriculture but more investment is required to create a new low-emission food system in the coming decades.
3 min read | July 2023
Sustainability
The convergence of several forces will usher in a new era of power generation driven by clean and low-carbon hydrogen.
3 min read | July 2023
Japan in focus
Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.
4 min read | July 2023
Technology
The growth of the dark pool space and the rise of electronic crossing platforms are playing an instrumental part in the evolution of Asia’s execution landscape as buyside trading desks look to tap into additional sources of liquidity efficiently and anonymously.
3 min read | July 2023
Economics
Singapore’s deputy prime minister believes that economic fundamentals in Asia makes for a great opportunity when balanced with prudent risk management.
4 min read | July 2023