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.
Focused thinking: 3 min read
Japan's senior society facing severe economic cycle ... [Read more]
March 2020
Focused thinking: 17 min video
Global growth appears set to bottom out. However, we expect 2020 to be a year ... [Read more]
January 2020
Focused thinking: 1 min video
We expect Japan to remain on a path of “steady but slow” economic growth in 2020. ... [Read more]
December 2019
Focused thinking: 4 min read
NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical ... [Read more]
November 2019
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
October 2019
April 2020
World after reopening and ideas for Japanese equities
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Will COVID-19 tip the Japanese economy into recession?
Attention is focusing on the global IT cycle following the launch of commercial 5G services ... [Read more]
February 2020
Upturn in global IT cycle and the Japanese economy
Global economic outlook 2020: On shaky foundations
Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Quantum Computer Research of Nomura Asset Management
Risk of BOJ taking rates further into negative territory and investment strategies
Focused thinking: 20 min podcast
September 2019
Japan 2030
Expectations have been mounting for a policy response by the BOJ, including further easing. What ... [Read more]
July 2019
Japan: conditions for more BOJ easing and implications
Focused thinking: 3 min video
Asia mid-year equities outlook 2019
Our main scenario is that recession and additional policy response will be avoided ... [Read more]
June 2019
Japanese economy to remain at low ebb
Focused thinking: 1 min read
Highlights from Nomura Investment Forum Asia 2019