Focused Thinking
Economics
India’s Chief Economic Advisor is optimistic about the country’s recovery, according to a keynote at the 2023 Nomura Investor Forum Asia.
3 min read | June 2023
Economics
“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.
3 min read | June 2023
Economics
Asia, currently the fastest-growing economic region, has always been a land of opportunity with significant scope for economic development. So the pertinent question is not “why Asia?”, but “why Asia now?”
5 min read | June 2023
Economics
We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.
3 min read | May 2023
Central Banks
Four highlights of the BOJ Monetary Policy Meeting; Nomura’s main scenario pictures a YCC revision in or after June 2023 MPM
3 min read | May 2023
Sustainability
Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.
3 min read | May 2023
Economics
More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.
2 min read | May 2023
Sustainability
Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to make it easier to offset emissions.
3 min read | May 2023
Sustainability
The energy transition will be driven by entrepreneurs, ideas and companies, but they can only succeed with the right support and investment. Jeff McDermott, Global Co-Head of Investment Banking, discusses how the landscape is evolving to empower success.
3 min read | April 2023
Economics
Slower pace of inflation is driven by lower underlying inflation momentum and helped by base effects.
3 min read | April 2023
Technology
Regional competition to produce electric vehicle batteries will remain tight.
3 min read | April 2023
Sustainability
China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan by raising productivity through structural reforms to sustain economic growth.
4 min read | March 2023
Economics
We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.
2 min read | March 2023
Sustainability
Cybersecurity is fast becoming the top global risk by impact and likelihood along with climate change and geopolitical conflict. In response, investors need an efficient model to integrate cybersecurity into their investment decisions.
4 min read | March 2023