Focused Thinking

Americas

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Annual Outlook

US 2024 Outlook – Slowdown, Recession and Last-Mile Inflation Risks Ahead?

US growth momentum is slowing following the surprising resilience in 2023. We expect real GDP growth to average close to zero for 2024, with a below-trend average of 1.3% in H1 ahead of a mild recession in H2.

8 min read | January 2024

Sustainability

COP28 – Achievements and Outcomes

The Dubai summit achieved a landmark agreement to transition away from fossil fuels for the first time. COP28 calls on countries to contribute to the global effort to accelerate action in this critical decade to achieve net zero greenhouse gas emissions by 2050.

3 min read | December 2023

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Sustainability

ESG360 – Sustainable Heroes XI: Green Leaders in Focus

We talk with the individuals who featured in the Winter 2023 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on the trailblazers transforming our key systems to create a better world.

26 min video | December 2023

Japan in focus

Japan Price Hikes Shows Resilience Against Deflation

Corporate pricing behavior in Japan continues to adjust in positive ways, with growing price-setting flexibility leading to greater resilience against deflation.

3 min read | October 2023

Economics

China Investor Forum 2023 – The Global Economic Outlook

We are cautious on the economic outlook and expect global growth to slow to 2.0% in 2024. CPI inflation should continue easing into next year.

7 min read | October 2023

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Sustainability

ESG360 – Is Precision Fermentation the Future of Food?

In our latest ESG360 podcast, we speak with David Verbitsky, Head of AgTech & Sustainable Food at Nomura Greentech, about precision fermentation, a technology that is now being used for the manufacture of food and food ingredients.

17 min video | September 2023

Sustainability

Deploying Capital to Decarbonise Household Electrification

Investment banks are assessing opportunities for capital deployment in renewable energy technology. Alex Stein, EMEA Co-Head of Nomura Greentech, proposes an integrated solution to decarbonise energy in the home and incentivise customers to manage costs, consumption, and carbon footprint.

3 min read | September 2023

Japan in focus

Japan Stocks to Sustain Allure amid Structural and Policy Reforms

A confluence of factors from strong domestic demand and price hikes to increased foreign investor interest, are likely to boost Japan stocks as bigger profits continue through 2024.

4 min read | September 2023

Sustainability

Biodegradable Plastic - Returning Consumer Waste to Nature

Niall Dunne, CEO of Polymateria, a UK-based maker of green packaging, tells Nomura Greentech that he is pioneering the use of biotransformation technology to eliminate the scourge of plastic pollution.

4 min read | September 2023

Sustainability

Energy Independence – Policy and Geopolitical Impact

Sébastien Clerc, CEO of Voltalia, a French renewables producer, tells Nomura Greentech that energy dependence concerns will accelerate the rollout of renewables in Europe.

4 min read | September 2023

Sustainability

Natural Capital – Restoring the Balance Between Biodiversity and Humanity

Dharsono Hartono is CEO of PT Rimba Makmur Utama, which operates one of the world’s largest carbon offset projects. Dharsono’s work protecting and conserving forests in Indonesia has saved millions of tons of carbon to fight climate change.

3 min read | September 2023

Japan in focus

Japan’s Economy Wakes Up as Alarm Clocks Trigger Growth Boost

We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.

5 min read | August 2023

Sustainability

Virtuous Circle - Recyclable, Reusable and Compostable Packaging

Prabha Parameswaran, Group President, Growth and Strategy at Colgate-Palmolive tells Nomura Greentech how the consumer giant is focused on recyclable, reusable and compostable packaging to create a healthier future for all people, their pets and our planet.

3 min read | August 2023

Sustainability

Green Investing – Realizing a Renewable Future

Hidetake Takahashi, Head of Energy and Eco Services at ORIX, a Japanese financial services group, tells Nomura Greentech that he is doubling renewable energy generation capacity through strategic acquisitions

3 min read | August 2023

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