Focused Thinking
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
Japan in focus
Corporate pricing behavior in Japan continues to adjust in positive ways, with growing price-setting flexibility leading to greater resilience against deflation.
3 min read | October 2023
Economics
Asia’s goods cycle has bottomed out and is headed higher over the next two quarters.
3 min read | October 2023
Economics
We are cautious on the economic outlook and expect global growth to slow to 2.0% in 2024. CPI inflation should continue easing into next year.
7 min read | October 2023
Technology
China, already the world’s largest automobile manufacturer, is leveraging its expertise in the modular production of EVs, battery technology, and smart mobility, to transform itself into an automotive superpower.
3 min read | October 2023
Sustainability
In our latest ESG360 podcast, we speak with David Verbitsky, Head of AgTech & Sustainable Food at Nomura Greentech, about precision fermentation, a technology that is now being used for the manufacture of food and food ingredients.
17 min video | September 2023
Sustainability
Investment banks are assessing opportunities for capital deployment in renewable energy technology. Alex Stein, EMEA Co-Head of Nomura Greentech, proposes an integrated solution to decarbonise energy in the home and incentivise customers to manage costs, consumption, and carbon footprint.
3 min read | September 2023
Japan in focus
A confluence of factors from strong domestic demand and price hikes to increased foreign investor interest, are likely to boost Japan stocks as bigger profits continue through 2024.
4 min read | September 2023
Economics
We now expect the Euro Area and UK to fall into recession. The latest survey data have been particularly weak, and lags in monetary policy, rising bankruptcies, plummeting demand for lending, and a poor global backdrop, all suggest it is only a matter of time until a recession materialises.
4 min read | September 2023
Volatility
Europe’s efforts to build up natural gas stores look set to pay dividends and shield it from supply shortages if a cold winter sets in.
3 min read | September 2023
Economics
China’s share in Asian exports is slowing and Asian lenders’ exposure to China is plateauing.
4 min read | September 2023
Sustainability
Niall Dunne, CEO of Polymateria, a UK-based maker of green packaging, tells Nomura Greentech that he is pioneering the use of biotransformation technology to eliminate the scourge of plastic pollution.
4 min read | September 2023
Sustainability
Sébastien Clerc, CEO of Voltalia, a French renewables producer, tells Nomura Greentech that energy dependence concerns will accelerate the rollout of renewables in Europe.
4 min read | September 2023
Sustainability
Dharsono Hartono is CEO of PT Rimba Makmur Utama, which operates one of the world’s largest carbon offset projects. Dharsono’s work protecting and conserving forests in Indonesia has saved millions of tons of carbon to fight climate change.
3 min read | September 2023