Economics
Nomura’s Chip Shortage Index: A Signal for AI Era Business Cycle
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Focused Thinking
Focused Thinking
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Technology
Public transport operators are modernizing legacy traffic and transport planning processes with state-of-the-art software tools
5 min read | August 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026
Economics
We consider how the Takaichi administration can achieve the high growth projected in its first growth strategy
3 min read | June 2026
Annual Outlook
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
4 min read | June 2026
Economics
Changes to the Corporate Governance Code could increase pressure on companies to improve capital efficiency through investments, M&A, and shareholder returns
4 min read | May 2026
Japan in focus
The path to success for Japanese equities includes a longer-term focus on 100-year-old companies, physical AI, and entertainment
4 min read | May 2026
Economics
The nation’s path to faster growth hinges on solving its silver democracy issue while resolving fiscal and economic constraints
5 min read | May 2026
Annual Outlook
Japan is reaping the rewards of price, wage, and rate hikes as households through to corporates enjoy an increase in revenue
4 min read | April 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Japan in focus
Allocators and gatekeepers discuss hedge fund investing and allocation trends at the Nomura Alternatives Forum 2025
3 min read | February 2026
Central Banks
A consumption tax moratorium and a weak yen might encourage the BOJ to raise interest rates sooner and more often
3 min read | January 2026
Japan in focus
Jun Yunoki, Prime Product Delta One Sales at Nomura, sat down with seasoned investment professionals at the Nomura Alternatives Forum 2025 in Tokyo to explore the latest Japan investment strategies.
3 min read | December 2025