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.


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

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


Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021


Japan: Side effects of support measures for corporations

Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt

2 min read | November 2020

Japan in focus

Fireside Chats – Japan Outlook: Abenomics without the Abe?

With a change in leadership after the resignation of Prime Minister Shinzo Abe, what's next for Japan?

17 min podcast | September 2020

Japan in focus

Case study: More important than ever: why ESG investment will remain crucial

6 min read | September 2020


Japan's path to normalization after pandemic

Nomura forecasts real growth outpacing potential growth during normalization

2 min read | August 2020

Japan in focus

Japan’s post-Covid growth strategy and action plan

Deliberations on post-Covid Japan to get underway in late July, and interim review of the action plan is expected by end-2020.

2 min read | July 2020

Japan in focus

Japan’s first digital bond offering using blockchain technology

NRI issues Japan’s first bond offering using blockchain technology through “ibet,” a new open source blockchain platform developed by BOOSTRY, NRI’s joint venture with Nomura Holdings.

4 min read | June 2020


World after reopening and ideas for Japanese equities

Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)

3 min read | April 2020

Central Banks

Will Covid-19 tip the Japanese economy into recession?

Japan's senior society facing severe economic cycle

3 min read | March 2020


Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.

4 min read | February 2020

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