Focused Thinking
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
Outlook for Japan and markets ahead of the election.
30 min podcast | September 2021
Economics
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
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
Economics
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
Economics
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
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
6 min read | September 2020
Economics
Nomura forecasts real growth outpacing potential growth during normalization
2 min read | August 2020
Japan in focus
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
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
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Central Banks
Japan's senior society facing severe economic cycle
3 min read | March 2020
Economics
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 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