Focused Thinking
Economics
Rising US capex in artificial intelligence is benefiting Asia on a broader basis than just increased chip exports
3 min read | January 2026
International Wealth Management
Powered by a multipolar world, structural shifts in Chinese household investment and Chinese firms’ growing global dominance, Hong Kong continues to be an attractive key global IPO destination
3 min read | January 2026
Annual Outlook
We expect above-trend growth, a fall in the unemployment rate and sticky inflation, but a politicized Fed still cuts twice
9 min read | January 2026
Japan in focus
Jun Yunoki, Prime Product Delta One Sales at Nomura, sat down with seasoned investment professionals at the Nomura Alternatives Forum 2025 in Tokyo to explore the latest Japan investment strategies.
3 min read | December 2025
Annual Outlook
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
Annual Outlook
The world's second-largest economy stands at a pivotal juncture as it prepares to implement its 15th Five-Year Plan in 2026
3 min read | December 2025
Annual Outlook
Nomura’s Japan economists and strategists discuss their views on the Japan economy in the year to come
4 min read | December 2025
Annual Outlook
AI demand and the memory supercycle should sustain tech exports, but the outlook for non-tech demand is mixed. We see a North-South monetary policy divide across Asia.
5 min read | December 2025
Japan in focus
How to raise 150 trillion yen in investments to help Japan achieve a green transition and maintain economic growth.
3 min read | November 2025
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Economics
Beyond the near term, the US aims to build new critical mineral supply chains, bring more economies under its economic sphere of influence, and drive Asian reforms through stealth.
3 min read | November 2025
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | November 2025
Japan in focus
Prime Minister Sanae Takaichi and her new administration launch Sanaenomics
3 min read | October 2025
Economics
Tariffs will soon begin to bite, impacting exports and investment, but strong demand for artificial intelligence and a memory supercycle should power a concentrated recovery
4 min read | October 2025