Focused Thinking
Japan is a story of fascinating contrasts. To unlock the opportunities and understand how the story will continue to unfold, it requires an expert in the region – to connect the history with the future.
Annual Outlook
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
4 min read | June 2026
Economics
Changes to the Corporate Governance Code could increase pressure on companies to improve capital efficiency through investments, M&A, and shareholder returns
4 min read | May 2026
Japan in focus
The path to success for Japanese equities includes a longer-term focus on 100-year-old companies, physical AI, and entertainment
4 min read | May 2026
Economics
The nation’s path to faster growth hinges on solving its silver democracy issue while resolving fiscal and economic constraints
5 min read | May 2026
Annual Outlook
Japan is reaping the rewards of price, wage, and rate hikes as households through to corporates enjoy an increase in revenue
4 min read | April 2026
Japan in focus
Allocators and gatekeepers discuss hedge fund investing and allocation trends at the Nomura Alternatives Forum 2025
3 min read | February 2026
Central Banks
A consumption tax moratorium and a weak yen might encourage the BOJ to raise interest rates sooner and more often
3 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
Nomura’s Japan economists and strategists discuss their views on the Japan economy in the year to come
4 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
Japan in focus
Prime Minister Sanae Takaichi and her new administration launch Sanaenomics
3 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Japan in focus
Japan’s 100-year-old companies demonstrate strength through continuous transformation.
3 min read | July 2025
Japan in focus
Ten ways the Japanese economy is moving toward greater alignment with other developed economies.
4 min read | June 2025