166 search results for: Japan

Sustainability

Gender-Related Finance Set to Accelerate Japan’s Sustainability Agenda

Investors and corporates are looking to finance to tackle gender inequality in Japan.

4 min read | May 2022

Technology

How Artificial Intelligence is Reshaping ESG Ratings

Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.

4 min read | April 2022

Sustainability

Japan Retail Investors Embrace ESG Amid Pandemic, Nomura Survey Shows

The results of Nomura Securities’ December 2021 Individual Investor Survey reveal that Japan retail investors are increasingly interested in ESG-aligned financial products.

3 min read | April 2022

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Central Banks

Fireside Chats - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

26 min video | April 2022

Volatility

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2022 by region.

3 min read | March 2022

Sustainability

How Innovative Financing Gave a Solar Deal Global Scale

Amp Energy, a global renewables developer, secured a unique $350 million credit facility that could double in size to help it develop solar projects spanning the globe.

3 min read | March 2022

Sustainability

ASEAN Green Taxonomy: Decoding Sustainability in Southeast Asia

Southeast Asia, a region prone to nature’s wrath, is accelerating efforts to lay down a classification system that will promote transparency around green activities.

5 min read | March 2022

Sustainability

Trading with a Conscience Reaches the Dealing Floor

ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.

3 min read | February 2022

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Central Banks

MacroBrew - The BOJ’s Policy Stance

We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.

44 min podcast | January 2022

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Rates

MacroBrew - G10 FX: Events and themes in 2022

We discuss key events and themes to track in 2022, and how they might affect our views.

57 min video | January 2022

Sustainability

China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower

China committed to net zero by 2060 but what will it take to reach that goal for the world’s biggest energy consumer?

5 min read | January 2022

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Economics

Fireside Chats - Japanese Macroeconomic Outlook and Market Strategies for 2022

Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead

26 min video | January 2022

Sustainability

The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World

Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.

5 min read | January 2022

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Sustainability

ESG NOW! - Highlights from Nomura’s 2021 Sustainability Forum

Nomura’s first global sustainable finance event addressed a full range of ESG topics from COP26 to the green energy transition and lessons from Japan’s employment model in a post-Covid world.

12 min video | December 2021

Economics

Global Economic Outlook 2022 - The heat is on... for now

High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.

4 min read | December 2021

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Central Banks

Fireside Chats – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

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Economics

MacroBrew - Asia Outlook 2022: As the Tide Turns

Looking into 2022 - what to expect

60 min video | December 2021

Economics

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.

2 min read | December 2021

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Economics

Fireside Chats – Top FX and Rates Views in 2022

Our strategists share their top FX and rates views in 2022

32 min podcast | December 2021

Economics

Nomura Investment Forum 2021: Japan Macro Outlook

Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic

3 min read | December 2021

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Economics

Fireside Chats – ASEAN Insights: Could Tourism Disappoint?

Why is tourism in ASEAN is likely to disappoint ahead?

22 min podcast | November 2021

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Central Banks

Fireside Chats - The Covid 19 Endgame

The endgame of Covid-19 leaves economists in a challenging position; in many ways, the outlook is more complicated now than it was at the onset of the pandemic.

28 min video | November 2021

Sustainability

The ESG Revolution – Opportunities and Challenges for Companies and Investors

As corporates grapple with the growing need to reduce emissions and minimize the environmental impact of their products and services, the demand for sustainable infrastructure is rising.

3 min read | November 2021

Sustainability

COP26 Review

COP26 highlights: debate on ending coal use, US-China agreement, 1.5°C target

5 min read | November 2021

Economics

Indonesia: Getting There on Tax Reforms

Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.

3 min read | November 2021

Economics

The Covid-19 Endgame: Learning to Live With it

The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.

5 min read | November 2021

Sustainability

US Water Wars – How Climate Change is Driving Water Scarcity

Megadroughts in some US states could be a recurring phenomenon yet they offer a chance to revitalise a dated and inefficient water system.

7 min read | November 2021

Sustainability

COP26: What to Expect from the UN’s Climate Summit

Ahead of COP26 in Glasgow, five sustainability experts across Nomura reflect on the issues that will be discussed to help the global economy reach net zero carbon emissions and keep the planet below 1.5°C

8 min read | October 2021

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Central Banks

Korea: Japanification Risks Strike Again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

28 min video | October 2021

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Sustainability

Nomura’s Jeff McDermott: Asia is Mission Critical to Address Climate Change

Jeff McDermott, Nomura’s newly appointed Global Co-Head of Investment Banking talks about the pressing need for Asia to decarbonize and how Nomura can be a force for good in transitioning companies to greener energy.

15 min video | October 2021

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Emerging Markets

MacroBrew - China Insights: Double shocks pose a risk of a growth double dip

In this Macrobrew@Nomura session we discuss China's outlook.

60 min video | October 2021

Sustainability

A Win for Nature: Rules to Tackle Biodiversity Loss Start to Emerge

The launch of a new taskforce to protect biodiversity, highlights human reliance on nature to the tune of $44 trillion, and promises to shift financial flows to limit the damage.

4 min read | October 2021

Japan in focus

A Sleeping Giant: The Rise of Japan’s GSS Bond Market

Green, social and sustainability bonds in Japan are seen as instrumental in achieving the UN’s Sustainable Development Goals and addressing the nation’s social issues

5 min read | October 2021

Sustainability

How New ESG Transparency Rules Will Unleash the Next Green Wave

Regulators across the world are revamping ESG disclosure rules to reduce greenwashing and catch up with demand from investors struggling to decipher how green their investments truly are.

6 min read | October 2021

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Technology

Fireside Chats – APAC Tech Strategy: Growth opportunities in a post Covid-19 world

Asia's tech cycle and growth opportunities to watch.

26 min podcast | September 2021

Sustainability

How the World’s Largest Infrastructure Asset Manager Set a Net Zero 2040 Goal

Chris Leslie, Global Head of Sustainability at Macquarie Asset Management explains to Nomura Greentech how the Australian finance firm is well on track to be carbon neutral thanks to a shift in culture.

3 min read | September 2021

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Japan in focus

Fireside Chats – Japan Insights: Abenomics to Suganomics to…?

Outlook for Japan and markets ahead of the election.

30 min podcast | September 2021

Central Banks

Is the ECB calling the end of the pandemic?

The ECB looks set to conclude its pandemic response program (PEPP) and step up its asset purchasing program (APP) in its stead.

5 min read | September 2021

Sustainability

Making a Mark - The Emergence of Impact Finance

An unconventional branch of finance looks set to play a bigger role on the world stage amid a growing realisation that urgent action is required to meet climate targets.

5 min read | September 2021

Sustainability

ESG: Fad or Future?

As ESG investing gains momentum, we explore the factors that point toward this being more a genuine lasting shift than a short-lived fad

9 min read | July 2021

Economics

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.

2 min read | June 2021

Sustainability

Paul Polman: Embedding ESG in Business is the Right Thing to Do

Businesses must move from corporate social responsibility to being responsible social corporations.

5 min read | June 2021

Emerging Markets

Nomura Investment Forum Asia – Staying the Course With Asian Stocks Amid Near-Term Volatility

We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.

2 min read | June 2021

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Central Banks

Fireside Chats - US & European Insights: Inflation, how far will it go?

Commodities and inflation are rising, how will they respond across the pond?

29 min podcast | June 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

Economics

Resilience of global M&A

Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?

6 min read | June 2021

Sustainability

Carbon Pricing and Financial Markets: The cheapest most expensive commodity

Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.

5 min read | June 2021

Emerging Markets

It’s the Decade to Double Down on Chinese Equities

It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.

3 min read | June 2021

Rates

A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | June 2021

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Japan in focus

Fireside Chats - Japan Insights: Mid-year Macro Strategy Outlook

We discuss the impact of this recent wave of Covid-19 infections.

35 min podcast | May 2021

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Technology

Fireside Chats - Asia Insights: Is the world out of chips?

The Global semi-conductor chip shortage and impact to markets.

26 min podcast | May 2021

Sustainability

A new green finance paradigm

The pandemic has spurred a reset in values regarding social and environmental stewardship.

4 min read | April 2021

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Economics

Fireside Chats: Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…

The surge in Covid-19, and it's impact on India's outlook

34 min podcast | April 2021

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Emerging Markets

Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.

Outlook for ASEAN economies.

27 min podcast | March 2021

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Emerging Markets

Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an exchange rate crisis?

22 min podcast | March 2021

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Volatility

Fireside Chats – FX Insights: RMB – Bullish beyond the year of the Ox?

We see two key longer-term factors supporting RMB appreciation.

30 min podcast | March 2021

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Central Banks

Fireside Chats - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

Economics

Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

Economics

2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min read | December 2020

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Central Banks

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.

6 min read | December 2020

Sustainability

Social Impact Investing Looks Set to Rise in ASEAN

ASEAN countries have made significant advances in reducing poverty and improving human development but improvements in gender equality and social mobility have been slow.

4 min read | December 2020

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Emerging Markets

Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?

What will 2021 mean for Asia's outlook?

30 min podcast | December 2020

Technology

China’s Dual Circulation Strategy: A Tale of Chips Versus Homes

Dual circulation strategy is a combination of import substitution and domestic demand expansion. It seems to be a natural growth strategy for China.

2 min read | December 2020

Economics

Can you put a price on pollution?

Growing recognition of the criticality of decarbonising the world’s economies has lead to Carbon Pricing, but how does it work?

3 min read | December 2020

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Emerging Markets

Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.

Is China becoming more self-sufficient?

3 min video | November 2020

Economics

Asia under Bidenomics

Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.

10 min read | November 2020

Economics

Highlights from Nomura ESG Conference 2020

The global pandemic and increasing severity of climate change are redefining how risks are managed and opportunities captured in the financial sector. Our inaugural ESG conference on October 21-22, 2020 took a deep dive into these areas and the sustainable finance trends shaping the decade ahead, with a focus on Asia.

7 min read | November 2020

Economics

Japan: Side effects of support measures for corporations

Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt

2 min read | November 2020

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Emerging Markets

Fireside Chats – Emerging Markets FX Insights

Is Indonesian 'helicopter money' keeping their economy aflight?

26 min podcast | October 2020

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Economics

Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?

We talk with Robert Dent, from our US economics team, on the outlook for the US after the first TV debate.

17 min podcast | October 2020

Economics

Economic Policy under a Biden Administration

If Biden wins in November, he is likely to usher in a new set of US economic objectives and policies.

4 min read | September 2020

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Japan in focus

Fireside Chats – Japan Outlook: Abenomics without the Abe?

With a change in leadership after the resignation of Prime Minister Shinzo Abe, what's next for Japan?

17 min podcast | September 2020

Economics

Why have European retail sales recovered so strongly?

Since lockdowns began to be lifted different sectors across Europe’s large economies have performed in different ways. But retailing – almost universally across developed markets – has rebounded at a far quicker pace.

3 min read | September 2020

Central Banks

Is the ECB playing catch up with the Fed?

Will the European Central Bank follow in the Fed’s footsteps and implement average inflation targeting?

5 min read | September 2020

Japan in focus

Case study: More important than ever: why ESG investment will remain crucial

6 min read | September 2020

Economics

More important than ever: why ESG investment will remain crucial

ESG investment in Japan is taking off, attracting intense demand from institutional investors. Financing ESG projects has moved from simple green loans to a highly diversified range of products, in which Nomura has a long history of innovation.

4 min read | August 2020

Economics

Deglobalization: The past and future

The tide of deglobalization is reshoring and gathering momentum, who is set to benefit?

3 min read | August 2020

Economics

Japan's path to normalization after pandemic

Nomura forecasts real growth outpacing potential growth during normalization

2 min read | August 2020

Geopolitics

Government debt - a new paradigm?

For economies to stay afloat, historic amounts of fiscal and economic stimulus have been provided, but how will this sovereign debt be repaid?

2 min read | August 2020

Technology

The Rise of eSports: An already growing ecosystem now accelerated by current events

The eSports ecosystem and related industries are expected to grow even after the current pandemic we are experiencing passes.

5 min read | August 2020

Central Banks

The world post Covid-19

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

3 min read | July 2020

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Economics

Fireside Chats - The EU recovery fund: The what, the why, the how?

In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.

21 min podcast | July 2020

Japan in focus

Japan’s post-Covid growth strategy and action plan

Deliberations on post-Covid Japan to get underway in late July, and interim review of the action plan is expected by end-2020.

2 min read | July 2020

Japan in focus

Japan’s first digital bond offering using blockchain technology

NRI issues Japan’s first bond offering using blockchain technology through “ibet,” a new open source blockchain platform developed by BOOSTRY, NRI’s joint venture with Nomura Holdings.

4 min read | June 2020

Technology

Nomura Investment Forum Asia: Covid-19 will Reshape Global Auto Industry

As with most other industries, the lockdowns imposed due to Covid-19 have resulted in a change in global commuting patterns. Is the worst behind us?

4 min read | June 2020

Economics

Nomura Investment Forum Asia: ESG Perspectives

With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.

4 min read | June 2020

Economics

Nomura Investment Forum Asia: Asia Equities Market Outlook

During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what the outlook of Asia equities will be in the near future.

2 min read | June 2020

Economics

Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19

During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.

3 min read | June 2020

Volatility

Sector challenges driving the rise of Convertible Bond issuance

Companies and investors set to benefit from new issuance of convertible bonds as they provide flexible finance solutions to corporates and high returns to investors.

1 min read | June 2020

Economics

World after reopening and ideas for Japanese equities

Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)

3 min read | April 2020

Economics

Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises

Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.

1 min read | April 2020

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Economics

Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again

In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.

24 min podcast | April 2020

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Economics

Fireside Chats - Europe’s next response to Covid-19

Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.

19 min podcast | April 2020

Economics

The Global Economic Impact of Covid-19

Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.

3 min read | April 2020

Central Banks

Will Covid-19 tip the Japanese economy into recession?

Japan's senior society facing severe economic cycle

3 min read | March 2020

Economics

Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.

4 min read | February 2020

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Central Banks

UK and Euro Area Outlook 2020

New year, new decade, new risks?

2 min read | January 2020

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Central Banks

Global Economic Outlook 2020: On Shaky Foundations

Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.

17 min video | January 2020

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Economics

Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order

5 min video | December 2019

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Economics

Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism

We expect Japan to remain on a path of “steady but slow” economic growth in 2020.

1 min video | December 2019

Japan in focus

Quantum Computer Research of Nomura Asset Management

NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.

4 min read | November 2019

Technology

Does eFX still require a human touch?

Client demands for speed and efficiency, coupled with regulatory pressure for transparency, will continue to drive the growth of electronic trading, including trading of more complex products

4 min read | November 2019

Sustainability

Innovation driving Asia’s healthcare ecosystem

Asia's healthcare sector has been deploying innovative strategies that are transforming the industry and creating new investment opportunities.

6 min read | October 2019

The Japanese Garden Story

Where has the East met the West to create beautiful gardens

2 min video | October 2019

Central Banks

Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies

Expectations are growing that the BOJ will decide to further loosen monetary policy.

5 min read | October 2019

Volatility

What's the impact of Brexit on the UK Auto Industry?

We update and expand the scope of our analysis for the impact for global automakers, and the intensity of the fallout from a hard Brexit.

2 min read | October 2019

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Japan in focus

Japan 2030

Nomura supported the Economist Intelligence Unit (EIU) in the creation of a deep dive podcast series looking into the future of Japan and where their culture, economy, and government will be by 2030 and beyond.

20 min podcast | September 2019

Economics

Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity

We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.

2 min read | September 2019

Hana

The Japanese connect with horticulture in a deeply spiritual way. From fleeting Spring time celebrations to ancient traditions, the well-tended garden is something of great reverence for the Japanese.

| August 2019

Japan in focus

Bonsai: A miniature view of global markets

Bonsai trees and shrubs encapsulate the serenity of Japanese culture. But these miniature wonders require diligence, commitment and attention to detail. Even a casual observer can appreciate the painstaking processes that underlie bonsai’s simple beauty.

3 min read | August 2019

Bonsai: How horticultural, technical and artistic expertise delivers excellence

Every tree starts with a seed or a cutting. And a bonsai, while timeless and breath-taking, is just the same.

3 min read | August 2019

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Japan in focus

The Bonsai Story

As a pillar of Japanese culture, few things bring peace and enlightenment to the Japanese more than bonsai. In fact, some believe they have been ‘chosen by bonsai’ and feel great privilege and a deep responsibility to be a caretaker for an ancient and highly revered practice.

3 min video | August 2019

Japan in focus

Bonsai: Why long-term commitment and vision underpins their beauty

Japan’s ancient bonsai tradition, where miniaturised shrubs and trees are grown in pots for many hundreds of years, creates a noble plant that, by definition, has withstood the test of time.

4 min read | August 2019

Central Banks

Japan: conditions for more BOJ easing and implications

Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?

3 min read | July 2019

Blockchain - disrupting the world of finance one distributed ledger at a time

A financial future built on distributed ledger technology, will blockchain take a bite out of banking complexity?

1 min read | July 2019

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Central Banks

Asia Mid-Year Equities Outlook 2019

The major theme that we are expecting for the second half of 2019 is something the Japanese call “Naibu Henka”, which translates to “internal change”.

3 min video | July 2019

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Japan in focus

Horticulture

The West has a growing fascination with Japanese gardens. Explore the strong connection between the East and West and how the collaboration has created some beautiful gardens.

| July 2019

Central Banks

Global midyear economic outlook 2019

Central bankers step up to the plate as the tug-of-war between monetary easing and rising business uncertainty is set to intensify.

4 min read | July 2019

Economics

NIFA featured article - New Equilibrium: US-China Tensions and the Fate of Free Trade

5 min read | June 2019

Central Banks

NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter

The biggest risk currently facing the global economy is the lack of sufficient tools – both fiscal and monetary – available to policymakers to counter another downturn.

4 min read | June 2019

Economics

Japanese economy to remain at low ebb

Our main scenario is that recession and additional policy response will be avoided

3 min read | June 2019

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Central Banks

Highlights from Nomura Investment Forum Asia 2019

1 min read | June 2019

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Technology

Dealing with Digital Transformation

Digital transformation is today commonplace in the traditional financial sector, which is under increasing pressure to create products and services valued by clients and deliver a better customer experience to compete against new technology enabled new entrants.

6 min video | May 2019

Oishii

Is the unique connection between East and West at a London ramen restaurant and a Japanese-inspired English craft brewer a symbol of the future UK-Japan relationship?

4 min video | May 2019

What do Japanese gardens tell us about financial markets?

We identify the 6 key themes between banking and horticulture.

2 min read | May 2019

Sakura

The West has a growing obsession with sakura, dating back to the early plant hunters. Through sakura, there has been a strong connection between the East and West,

| May 2019

Technology

How will asset managers survive in a data driven world?

Asset management’s next phase of disruption has arrived with big data creating the imperative for a radical re-imagination of technology in the investment processes.

6 min read | May 2019

Stories

Every Spring, Japan is awash with cherry blossoms – a symbol of hope for the year ahead. Through sakura, there has been a strong connection between the East and West since the 1600s with the exotic blooms now abundant in English gardens.

| May 2019

Economics

India: the 'Frown Curve' – why Politics and Economics don’t Always Smile

Is good economics also good politics? It could be argued that the experience of the past two decades suggests an inverted-U (a frown) relationship between the degree of populism and the electoral success.

2 min read | March 2019

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Volatility

Europe in 2019: What will drive a recovery this year?

Our European Outlook looks at what will drive recovery in Europe in 2019.

3 min video | February 2019

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Volatility

The UK in 2019: Why are global investors optimistic about the UK?

Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.

1 min read | February 2019

Central Banks

How will BOJ respond to calls for more easing?

Out of the limited number of options available, what method can the BOJ use?

2 min read | February 2019

Search

| February 2019

Asia: Top 5 articles from 2018

As we move swiftly into 2019, see the most read articles from 2018.

1 min read | January 2019

Central Banks

Japan outlook 2019: gradual economic slowdown to continue

The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken

2 min read | January 2019

Technology

APAC Technology: is there Light at the End of the Tunnel?

Due to various macro and micro issues (US-China trade war, US fed aggressive rate hike, sluggish IT demand, Intel CPU shortage), there has been a slowdown in demand from 2H18

4 min read | January 2019

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Economics

Equity Markets in 2019: Soft Power Matters

As we approach 2019, we see a slowdown in economic growth rates across the region, but we can also expect some structural changes in the way investors view Asia, such as the China market. Traditionally, investors have looked at China in the context of Asia ex-Japan. However, our projections suggest China will be the biggest component of Asia-Pacific, superseding Japan as the biggest market in the region by 2023. Jim McCafferty, Head of Equity Research AEJ, talks about the forecast of the equity markets in 2019.

2 min video | December 2018

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Economics

Asia in 2019: Always Darkest Before the Dawn

Our 2019 GDP growth forecasts are not too different from the streets – while we are more downbeat on China, India and Malaysia, we are more positive on Indonesia and the Philippines.

3 min video | December 2018

Economics

US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia

Since the escalation of US trade protectionism this year, increasingly centered on China, a US-Sino trade friction is a lose-lose proposition for the world economy, especially for Asia, home to some of the most open economies in the world.

7 min video | November 2018

Japan in focus

How X-Elio completed Japan’s largest solar sale

How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s evolution

4 min read | November 2018

Economics

Euroyen market delivers swift results

Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on the way?

4 min read | October 2018

Economics

In the hunt for yield where are the new sources of volatility?

As mainstream markets evolve, structured products that focus on volatility are becoming more central to risk management and investment. Traditional products, such as long-only equities or bonds, are no longer a sufficient means for investors to achieve their goals.

1 min read | September 2018

Central Banks

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency crises still occur from time to time and spread contagiously when they happen. After receiving substantial capital inflows, some EM economies are under pressure this year.

3 min read | September 2018

Japan in focus

What can we learn from the history of trade wars?

From the 1950s to the 1990s Japan often found itself in disagreement with the US over trade. Although the trade war in automobiles in the 1980s was to do with the US’s current account deficit, there was significant trade friction from the 1950s to the 1970s related to textiles and steel, which took place before the US had a pronounced current account deficit.

2 min read | August 2018

Economics

Why global bonds are still attractive to Japanese issuers

Issuance hit a record high in 2017 and conditions remain supportive for new issues.

3 min read | August 2018

Volatility

East meets West: How China’s Geely connected with Volvo Trucks

Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple contract to present to the Chinese regulators.

3 min read | August 2018

Emerging Markets

China FinTech – 2018: survival of the fittest

Artificial Intelligence (particularly machine learning) and big data technology have been widely adopted in the bank and insurance sectors, owing to the need of processing and understanding the growing customer base and industry data. Over the next two years, we anticipate a “survival of the fittest” scenario.

3 min read | July 2018

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Economics

Asia Growth Slowdown: Six Reasons Why a Growth Slowdown Lies Ahead

After nearly two years of an upcycle, signs are building that growth in Asia ex-Japan (AEJ) may be starting to roll over. By how much will Asian growth slow down and why?

4 min video | July 2018

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Economics

Why market volatility is inevitable

Our research analysts, as well as representatives from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning. Volatility is often misunderstood and can mean different things to different people.

3 min video | June 2018

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Central Banks

Highlights from Nomura Investment Forum Asia 2018

We held our 15th annual Nomura Investment Forum Asia (NIFA) from June 4 to 7, 2018 in Singapore. Hear from some of our key speakers with highlights from the conference.

3 min video | June 2018

About us

We’re always looking for opportunities born out of connected ideas. Whether they are found in emerging markets or empowered by new technologies, focused on Japan or dedicated to managing volatility.

| May 2018

Emerging Markets

Where are the risks in an EM snapback?

Four potential events this year could lead to an emerging markets pricing snapback: a US bond market selloff, the global unwind of quantitative easing, a China growth slowdown and the risk of a trade war.

3 min read | April 2018

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Economics

What is fuelling trade in global emerging markets?

Trade has played a critical role in the development of emerging market (EM) countries. But as we discuss in our video, the increase in protectionist rhetoric in recent years threatens to stall or even reverse globalization. How will EM countries cope?

2 min read | April 2018

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Economics

How is technology transforming global emerging markets?

Technology has transformed the global economy in the last decade and made it easier to transfer knowledge. Now it’s giving emerging markets a competitive advantage, allowing them in some cases to be more agile and innovative than developed economies.

1 min video | April 2018

Economics

China: Beyond Falling M2 Growth

M2 growth has fallen sharply in China since mid-2016 and has recently recorded consecutive record lows. Although the validity of M2 growth as a liquidity measure has been undermined by thriving shadow banking financing in recent years, it is likely that M2 growth will remain a valid indicator of aggregate money supply.

2 min read | March 2018

Japan in focus

Japanese cross-border M&A takes off

In a time of global economic and political uncertainty, Japan’s relative stability stands out. After more than two decades of slow growth, the country continues to face many challenges.

6 min read | March 2018

Economics

Time for the National Pension Service to escape “home bias”

The National Pension Service (NPS) is Korea’s social security reserve fund. It was created in 1988 to support the retirement benefits of its citizens. Asset allocation ultimately determines the long-term investment performance of any pension fund. We explore five reasons why the NPS will become more ambitious in accelerating its allocation shift to overseas assets, particularly equities.

2 min read | February 2018

Economics

Asia Economic Outlook 2018

A forecast of Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and low interest rates could stretch into 2018, underpinned by a durable global tech upcycle, continued quantitative easing by the European Central Bank and Bank of Japan and still-loose regional macro policies.

1 min read | December 2017

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Economics

Outlook 2018: Asia

What will China do to avoid following the Japanese bubble in the 80s and 90s? What level of US protectionism can we expect on Asian economies in 2018?

5 min video | December 2017

Central Banks

The great decoupling: are Asian central banks breaking from the Fed?

Asian central banks are yet to follow the Fed’s rate hiking cycles even though many Asian policy rates are at historically low levels. But this could start to change.

2 min read | November 2017

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Eddie Jones: laser-sharp focus

At Nomura, we are proud to partner with Eddie who previously coached the Japan rugby team to the biggest international result in their history during the 2015 Rugby World Cup, when Japan’s national team beat one of the tournament favourites, South Africa.

1 min video | November 2017

Economics

China equity strategy: Add Japan and India to our comparative study

Using Confucius' theory of human life stages, we compare stages of economic development of India, China, the US and Japan.

3 min read | September 2017

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Economics

Highlights from Nomura Investment Forum Asia 2017

We held our 14th annual Nomura Investment Forum Asia (NIFA) from June 6 to 9, 2017 in Singapore. Hear from some of our key speakers in a highlight video from the conference.

6 min video | August 2017

Economics

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 23 Emerging Markets on foreign direct investment attractiveness and confirm India and ASEAN’s advantage over other Emerging Markets due to multiple push and pull factors.

11 min podcast | August 2017

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.

3 min read | January 2017