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.
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
Economics
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
Japan in focus
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
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
Japan in focus
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
Central Banks
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
Central Banks
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
Economics
Our main scenario is that recession and additional policy response will be avoided
3 min read | June 2019
Central Banks
Out of the limited number of options available, what method can the BOJ use?
2 min read | February 2019
Central Banks
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
2 min read | January 2019
Japan in focus
How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s evolution
4 min read | November 2018