Focused Thinking

Articles

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

Economics

China: Estimating Recovery Momentum from the Supply Side

The Chinese economy is still a long way away from a full recovery, and it is too early for the PBoC to reverse its stance on policy easing.

2 min read | 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

Volatility

FX Options: Embracing the Potential of Platforms

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

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

Technology

Nomura Investment Forum Asia: Asia Healthcare Post Covid-19

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.

3 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

Economics

Gauging the Risk of a Second Wave of Covid-19

We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.

2 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

US: Updating our Forecast as the Covid-19 Outbreak Matures

Different ways to think about the contraction and the long road to recovery

4 min read | May 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

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