Japan in focus
No Longer an Outlier
Ten ways the Japanese economy is moving toward greater alignment with other developed economies.
4 min read | June 2025
Focused Thinking
Focused Thinking
Japan in focus
Ten ways the Japanese economy is moving toward greater alignment with other developed economies.
4 min read | June 2025
Japan in focus
The number of outstanding shares in the Japanese equity market is decreasing as the unwinding of cross-shareholdings continues.
3 min read | May 2025
Japan in focus
The year 2025 could be a turning point for long-term economic change.
3 min read | May 2025
Japan in focus
The emergence of generative AI represents a springboard for economic growth and digital transformation for Japan.
3 min read | January 2025
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal
4 min read | December 2024
Economics
As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.
4 min read | September 2024
Japan in focus
Japan's adoption of transition bonds to support heavy industry means that it now accounts for nearly 70% of global issuance
3 min read | September 2024
Economics
Recent corporate government reforms and bilingual disclosure requirements could help attract more foreigners to the Japanese equities market, said Hiromi Yamaji, CEO, Japan Exchange Group.
3 min read | June 2024
Japan in focus
Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield
3 min read | April 2024
Japan in focus
Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.
3 min read | February 2024
Japan in focus
A confluence of factors from strong domestic demand and price hikes to increased foreign investor interest, are likely to boost Japan stocks as bigger profits continue through 2024.
4 min read | September 2023
Japan in focus
We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.
5 min read | August 2023
Central Banks
BOJ makes concessions for the uncertainty around inflation; Apr–Jun 2024 looks like a likely time for an end to YCC and NIRP
5 min read | August 2023
Japan in focus
Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.
4 min read | July 2023