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

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

Central Banks

Global Economic Outlook 2020: On Shaky Foundations

Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.

17 min video | January 2020


Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism

We expect Japan to remain on a path of “steady but slow” economic growth in 2020.

1 min video | December 2019

Japan in focus

Quantum Computer Research of Nomura Asset Management

NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.

4 min read | November 2019

Central Banks

Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies

Expectations are growing that the BOJ will decide to further loosen monetary policy.

5 min read | October 2019

1 2 3 4