Central Banks
Central Banks Recalibrating Monetary Policies
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Focused Thinking
Focused Thinking
Central Banks
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Economics
CPI inflation in Japan is expected to accelerate through early 2027, cool through early 2028, and stabilize at 2%
3 min read | September 2026
Japan in focus
As ASEAN becomes a connecting hub for US–China trade, the composition of exports to the region from China and Japan are growing increasingly similar
3 min read | September 2026
Annual Outlook
Capex will likely form the basis of Japan’s economic recovery through FY2028
4 min read | September 2026
Technology
Navigating AI’s value challenge by prioritizing spending
4 min read | September 2026
Technology
Building auditable, controllable AI systems for regulated environments
5 min read | September 2026
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