Focused Thinking

Japan in focus

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.

Japan in focus

Japan’s Economy Wakes Up as Alarm Clocks Trigger Growth Boost

We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.

5 min read | August 2023

Japan in focus

Japan’s Three Lost Decades – Escaping Deflation

Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.

4 min read | July 2023

Economics

Nomura Investment Forum: Japan Macro Outlook 2023

Nomura’s Japan economists and strategists outline what’s on the horizon as the country opens up.

5 min read | December 2022

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Central Banks

MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?

Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control

26 min video | July 2022

Japan in focus

There are missing links in Japan’s ‘new capitalism’, says Dr. Snow

Japan’s largest natural resource is the underutilized talent of Japanese women

3 min read | June 2022

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Central Banks

MacroBrew - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

26 min video | April 2022

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Central Banks

MacroBrew - The BOJ’s Policy Stance

We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.

44 min podcast | January 2022

Economics

Nomura Investment Forum 2021: Japan Macro Outlook

Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic

3 min read | December 2021

Japan in focus

A Sleeping Giant: The Rise of Japan’s GSS Bond Market

Green, social and sustainability bonds in Japan are seen as instrumental in achieving the UN’s Sustainable Development Goals and addressing the nation’s social issues

5 min read | October 2021

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Japan in focus

MacroBrew – Japan Insights: Abenomics to Suganomics to…?

Outlook for Japan and markets ahead of the election.

30 min podcast | September 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

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Japan in focus

MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook

We discuss the impact of this recent wave of Covid-19 infections.

35 min podcast | May 2021

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