Focused Thinking
Japan in focus
Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield
3 min read | April 2024
Economics
Don’t paint the entire region with the same brush. Growth divergence is likely, based on cyclical and structural outlooks.
4 min read | April 2024
Economics
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Economics
Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.
4 min read | March 2024
Sustainability
Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Technology
In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.
3 min read | February 2024
Japan in focus
Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.
3 min read | February 2024
Economics
Chinese consumer preference for higher-quality beer is an opportunity for breweries in the country.
2 min read | February 2024
Technology
In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.
3 min read | February 2024
Sustainability
Roeland Baan is CEO of Topsoe, a Danish engineering company. Roeland tells Nomura Greentech that he is accelerating the rollout of green hydrogen to fight emissions in hard-to-abate industries.
4 min read | February 2024
Economics
Increased protectionism, US-China decoupling, US macro policies, pivot from green energy and America First foreign policy could adversely impact many Asian economies.
5 min read | February 2024
Economics
The Chinese market for GLP-1 drugs to treat diabetes and obesity could grow to US$11.4 billion by 2033.
2 min read | February 2024
Sustainability
Amy Schumacher, CEO of The Heritage Group, a U.S.-based sustainability investor, tells Nomura Greentech that she is applying generations of business experience to grow vital new industries such as battery recycling.
4 min read | February 2024