NOMURA CONNECTS
Economics
Tariffs will soon begin to bite, impacting exports and investment, but strong demand for artificial intelligence and a memory supercycle should power a concentrated recovery
4 min read | October 2025
Investment Banking
With a combination of attractive yields, a resilient Australian economy and evolving market infrastructure, the kangaroo bond market will play an increasingly important role in global fixed income
3 min read | October 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
5 min read | October 2025