Focused Thinking
In the ever changing digitised global economy, keeping pace is invaluable. The technological revolution is at the heart of many economic trends - understand who stands to benefit and why, with insights into rising trends and innovations.
Geopolitics
Geopolitics, AI and market shifts are driving diversification
6 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
Technology
Early evidence shows that AI-related hirings are more than firings, but there is reduced demand for entry-level workers
5 min read | August 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Economics
AI is estimated to have contributed approximately 2pp to Asia's GDP growth in 2025, accounting for half of total growth, primarily through trade
2 min read | February 2026
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 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.
4 min read | October 2025
Technology
The integrity of global financial markets in an AI-enabled future depends on coordinated implementation across the interconnected network of market participants, service providers, and oversight bodies
8 min read | September 2025
Technology
The prevalence of extreme weather events disconnecting businesses from the grid is leading some to seek alternatives such as distributed energy solutions
3 min read | July 2024
Technology
A greener, more fragmented energy system will create the conditions for AI to deliver efficiencies.
3 min read | July 2024
Technology
Xavier Barbaro is CEO of Neoen, a renewables producer. Xavier tells Nomura Greentech that he is accelerating the roll out of battery storage as the next revolution in the green energy transition.
3 min read | July 2024