Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
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
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
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
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
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
Nomura supported the Economist Intelligence Unit (EIU) in the creation of a deep dive podcast series looking into the future of Japan and where their culture, economy, and government will be by 2030 and beyond.
20 min podcast | September 2019
Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?
3 min read | July 2019
The major theme that we are expecting for the second half of 2019 is something the Japanese call “Naibu Henka”, which translates to “internal change”.
3 min video | July 2019
Our main scenario is that recession and additional policy response will be avoided
3 min read | June 2019
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019