Focused Thinking

Articles

Sustainability

Battery Reincarnation – A Second Life in Rural Electrification

Lina Lee is Co-Founder of Durapower, a Singapore-based energy storage solutions provider. Lina tells Nomura Greentech that she is extending the duration of electric vehicle batteries by giving them a second life as storage for renewables.

3 min read | March 2023

Economics

Euro Sovereign Debt Crisis: This Time Is Different

With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.

3 min read | March 2023

Economics

Asia Economic Monthly

We raise our 2023 GDP growth projections slightly, but a services-driven recovery in China and the US, and a higher-for-longer Fed are not as positive for Asia.

3 min read | February 2023

Sustainability

Scaling Solar – Harnessing Agriculture to Boost Deployment

Alexander Arcache is Managing Director and founder of Kronos Solar, a German renewables company. Alexander believes agrivoltaics – the shared use of land for both solar power generation and agriculture – will be a key driver of future solar deployment.

4 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

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

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

Annual Outlook

Asia Macro Outlook 2023: Rolling with the Punches

Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.

3 min read | December 2022