Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.
5 min read | May 2022
Investors and corporates are looking to finance to tackle gender inequality in Japan.
4 min read | May 2022
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
In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition
22 min video | April 2022
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
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
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
Wal van Lierop, founder and managing partner at Chrysalix Venture Capital, told Nomura Greentech that nuclear fusion is needed to power the future of clean energy around the world.
5 min read | December 2021
Looking into 2022 - what to expect
60 min video | December 2021
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
Claire O’Neill speaks about the success of COP26 and the incredible opportunities and risks presented by the green energy transition
29 min video | December 2021
Singapore’s public sector has spearheaded efforts to create a green financial centre
7 min read | December 2021
Our analysis of popular ESG funds provides a toolkit to detect greenwashing and separate the most authentic green investments from the rest.
6 min read | November 2021
Shami Nissan, Head of Responsible Investment at Actis, a leading emerging markets investor, told Nomura Greentech that developing countries need $100 trillion of sustainable energy over the next two decades to support economic growth.
4 min read | November 2021
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
COP26 highlights: debate on ending coal use, US-China agreement, 1.5°C target
5 min read | November 2021
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.
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
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
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
Badri Kothandaraman, Chief Executive Officer at solar power company Enphase, told Nomura Greentech that the California blackouts and Texas shutdowns spotlight the advantage of energy independence for homeowners.
5 min read | October 2021
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
Professor Shane Crotty and his team at the La Jolla Institute in California study immunity against infectious diseases. They investigate how the immune system remembers infections and vaccines.
60 min video | September 2021
Asia's tech cycle and growth opportunities to watch.
26 min podcast | September 2021
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
China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth
28 min podcast | August 2021
María Victoria Zingoni, Executive Managing Director at Spanish energy giant Repsol, told Nomura Greentech that the company is transforming its business by adding solar and wind farms to become net-zero by 2050.
7 min read | August 2021
Investment in the art market, which has traditionally been limited to the ultra-wealthy, is now experiencing a shift in investor access and demand driven by securitization and technological improvements.
5 min read | August 2021
We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.
4 min read | August 2021
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
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.
2 min read | June 2021
We expect strong earnings recovery this year for Asia ex-Japan equities and double-digit earnings growth in 2022.
The growing adoption of 5G networks among customers in China is expected to boost domestic telecom companies’ average revenue per user and mobile revenue growth.
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
Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.
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
An overlay technique of consensus-ratings to improve the ESG quality of portfolios
The Global semi-conductor chip shortage and impact to markets.
26 min podcast | May 2021
The pandemic has spurred a reset in values regarding social and environmental stewardship.
4 min read | April 2021
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
Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities
5 min read | January 2021
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
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
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
Following the recent US elections, we explore the likely impact of Biden’s policies on Asia’s economies.
10 min read | November 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
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
6 min read | September 2020
Demand for sustainable finance solutions and products will accelerate beyond pre-crisis expectations.
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
We look at 6 ways that COVID-19 has helped address key issues in climate change.
The online education industry in China has great growth potential, with market size expected to double in five years.
2 min read | August 2020
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.
29 min video | August 2020
What are the Global implications of diversifying from China?
3 min read | August 2020
The eSports ecosystem and related industries are expected to grow even after the current pandemic we are experiencing passes.
5 min read | August 2020
3 min read | July 2020
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
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
The state of Asia's Emerging Markets and how they got there.
18 min podcast | July 2020
Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the COVID-19 pandemic are spurring a shift of FX option activity to platforms.
3 min read | June 2020
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
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?
Unsurprisingly, the hospital sector is one of the industries that has been most impacted by the Covid-19 outbreak. Our analysts specializing in this sector tell us how countries such as China, ASEAN and India have been dealing with the pandemic and what can be expected in the future.
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
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
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
Extending a long expansion
3 min read | February 2020
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
We expect upstream companies to be more attractive in the tech sector in 2020.
1 min read | January 2020
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
5 min video | December 2019
Among its struggling European peers, how has France managed to stay ahead of the game?
3 min read | November 2019
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
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
Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?
2 min read | October 2019
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 Infrastructure and Power Finance (IPF) team is dedicated to providing capital solutions for energy, infrastructure and related assets.
2 min video | September 2019
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
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
With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?
4 min read | September 2019
2 min read | August 2019
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
Every tree starts with a seed or a cutting. And a bonsai, while timeless and breath-taking, is just the same.
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
The dedication and pursuit of excellence that is inherent in caring for bonsai has taken root with Western horticulturalists and the sometimes spiritual routine that accompanies these tasks, has inspired a flourishing bonsai obsession, especially in the United Kingdom.
| August 2019
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
A financial future built on distributed ledger technology, will blockchain take a bite out of banking complexity?
1 min read | July 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
For video surveillance companies in China, we believe there are a few ways to increase sales growth momentum: the first is to expand the market from video surveillance to the more broad-based security product market by providing access control, intruder alarm systems and physical security and other security-related products and services.
2 min read | July 2019
5 min read | June 2019
AI is predicted to add USD15.7 trillion to global GDP by 2030. While North America is expected to receive nearly a quarter of this windfall, China’s economy will account for USD7 trillion, positioning it as a prime beneficiary of the AI boom.
4 min read | June 2019
1 min read | June 2019
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
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
We identify the 6 key themes between banking and horticulture.
2 min read | May 2019
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
In view of a slower economy, overseas exposure has naturally become the key differentiator that will help home appliance makers arrest the growth slowdown, despite our cautious take, on the effectiveness of the forthcoming nationwide incentive package on home appliance sales.
2 min read | April 2019
While Beijing’s policymakers are trying to boost growth by ramping up monetary and fiscal stimulus, the last thing they want is a rapid rise in inflation.
2 min video | March 2019
On March 8, 2019, some of our top alpha generating analysts came together to share their latest views for the coming 2Q19 quarter in different industries including, energy, transportation, gaming and technology, to name a few.
13 min podcast | March 2019
From its inception a decade ago, blockchain is now one of the most disruptive technologies in the modern digital economy and is on the verge of impacting many industries.
5 min read | March 2019
ASEAN gross transaction value of mobile payments is expected to rise to USD109bn in next 10 years.
2 min read | February 2019
| February 2019
Asian M&A shows no sign of abating — even despite the fluctuating geopolitical environment. As the only global investment bank anchored in Asia, Nomura is strongly positioned to advise companies aiming to close significant, value-accretive transactions that cut across borders and jurisdictions.
2 min read | January 2019
As we move swiftly into 2019, see the most read articles from 2018.
1 min read | January 2019
The recovery in Japan's economic activity is still rolling on, but the growth momentum is likely to weaken
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
Lower oil prices have created a positive environment for India, but we are downbeat on the economic outlook as we expect the economy to transition from a growth sweet-spot in 2018 to a soft patch in 2019. India economic outlook 2019.
1 min video | December 2018
We believe Korea’s economic cycle will enter and remain in a contraction phase in 2019-20, as we expect real GDP growth to slow from 2.7% in 2018 to 2.5% in 2019 and further to 2.3% in 2020 – below our estimate of the economy’s potential growth of 2.8%. More on our Korea Outlook here.
2 min video | December 2018
As the ASEAN-5 emerge from a difficult 2018, we see a divided growth outlook in 2019. Indonesia and the Philippines, in our view, will be bucking the global trend with accelerated GDP growth, while Malaysia, Singapore, and Thailand, will all be slowing due to weaker exports and structural constraints.
As the Chinese saying goes, “After endless mountains and rivers that leave doubt whether there is a path out, suddenly one encounters the shade of a willow, bright flowers and a lovely village. (山重水复疑无路，柳暗花明又一村)”, China’s economic condition is expected to face a difficult H1 2019 before the rebound in H2.
4 min video | December 2018
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
Computing architecture is advancing owing to memory hierarchy innovation. While the performance of processors and storage continues to improve, the gap between their performances widens.
3 min read | November 2018
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally, current account surpluses in Northeast Asia are not necessarily a good sign. The key is what is driving them.
4 min read | October 2018
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
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
While the first three industrial revolutions transformed our world, the fourth industrial revolution encompasses breakthroughs in robotics, AI, nanotechnology, quantum computing, biotechnology, the Internet of Things (IoT), 3D printing and autonomous vehicles.
2 min read | June 2018
The first wave of global disinflation came from the globalization of trade. The world is now experiencing a second wave of global disinflation, driven by the digital technology revolution.
Central and Eastern Europe has been a manufacturing hub for the rest of the continent, but the model is creaking as labour costs rise; will innovation in software and digital write the next chapter in its growth story?
4 min read | June 2018
As China’s labour-intensive manufacturing industries fan out across the wider region and local firms flex their muscles in capital-light industries such as ride-hailing and e-commerce, a significant number of blue-chip companies have moved into ASEAN.
6 min read | June 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
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic cost to large net oil importers with weak economic fundamentals can be disproportionately larger than the benefit to net oil exporters
1 min read | May 2018
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
BRI should deliver an economic win-win for China and the countries it covers; China will also gain geopolitically. What are the benefits and risks for participating countries?
3 min read | April 2018
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
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
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
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
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
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
The expansion of shadow banking in China was driven by banks' risk appetite to pursue high returns against a backdrop of slower economic growth, economic rebalancing and behind-the-curve regulation of the sector. As China’s capital market continues to mature, the key for regulators will be to minimize and control the risks that shadow banking poses.
3 min read | September 2017
Using Confucius' theory of human life stages, we compare stages of economic development of India, China, the US and Japan.
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
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and no rate hikes until H2 2018. They explain this by using three proprietary tools to help improve ability to forecast headline and core inflation for 10 Asian countries.
3 min read | August 2017
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
Since mid-2016, the FinTech industry in China has gone through its early stage hype to what is now a process of “survival of the fittest”. At the moment, we are again on the verge of a breakthrough in the FinTech field, with blockchain and AI taking the lead.
4 min read | May 2017
