Focused Thinking
Sustainability
Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.
3 min read | January 2024
Sustainability
As Europe scales up production and import of green hydrogen, how can the industry mobilize capital to deliver bigger projects? Laurent Dallet, Managing Director at Nomura Greentech, discusses the increasing competition in the green hydrogen space.
3 min read | January 2024
Sustainability
Pierre Paslier, co-founder of Notpla, a London-based maker of seaweed packaging. tells Nomura Greentech about his mission to consign single-use plastic to history.
4 min read | January 2024
Economics
A rules-based framework to project the trajectory of central bank policy rates suggests less easing than our forecasts in Korea and risks of deeper cuts in Thailand and China.
3 min read | January 2024
Annual Outlook
US growth momentum is slowing following the surprising resilience in 2023. We expect real GDP growth to average close to zero for 2024, with a below-trend average of 1.3% in H1 ahead of a mild recession in H2.
8 min read | January 2024
Annual Outlook
We forecast a very benign recession in the Euro Area, lasting three quarters from Q3 2023, and lopping only 0.5% off GDP. In the UK, economic growth has slowed but remains resilient. We forecast only mild, and short, near-term recessions, with risks in both directions.
4 min read | December 2023
Sustainability
The Dubai summit achieved a landmark agreement to transition away from fossil fuels for the first time. COP28 calls on countries to contribute to the global effort to accelerate action in this critical decade to achieve net zero greenhouse gas emissions by 2050.
3 min read | December 2023
Annual Outlook
We expect Asia to outperform the US and Europe due to stronger fundamentals and a recovery in the goods cycle.
4 min read | December 2023
Technology
The total addressable market for generative AI is projected to be US$185 billion in 2025.
3 min read | December 2023
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon after a relatively strong year.
4 min read | December 2023
Economics
After synchronized disinflation so far this year, we see more divergence in the inflation outlook for Asian economies. We identify the hot, warm and cold candidates.
4 min read | November 2023
Technology
Real-time settlements, interoperability of payment rails and programable instruments are boosting cross-border transactions.
3 min read | November 2023
Technology
Vehicles with autonomous driving functions could go mainstream in 2025 as both functionality and user experience reach a turning point.
3 min read | November 2023
Economics
China’s consumers are spending differently after the pandemic, turning selective on quality and trading down, said Shaun Rein of China Market Research Group.
3 min read | October 2023