NOMURA CONNECTS
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
Focused thinking
Canada will likely secure an agreement with the US on the United States–Mexico–Canada Agreement (USMCA) but under a more conditional framework that institutionalizes volatility and weighs on growth
4 min read | May 2026