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.
Central Banks
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MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

Economics
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MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches

80 min video | December 2022

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Central Banks

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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Sustainability

The Diversity Dividend - Equity as the Bridge to Inclusion

We explore how investment in high quality human capital development programmes for a new dynamic era of inclusion is not only essential for unlocking the diversity dividend, it benefits organizational performance.

21 min video | December 2022

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk

2 min read | November 2022

Sustainability

COP27 – Achievements and Outcomes

The Sharm El-Sheikh conference resulted in agreement to carry forward into future COP discussions loss and damage arrangements but didn’t move the needle on limiting climate change.

3 min read | November 2022

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Sustainability

ESG360 – COP27: A Review of the UN's Climate Change Conference

We review the proposals, announcements and progress discussed at the UN's Climate Change Conference held in Egypt in November 2022.

33 min video | November 2022

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Central Banks

MacroBrew – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections

31 min video | November 2022

Sustainability

Japan’s Road to a New Form of Capitalism

Japan is prioritizing social finance to solve social issues.

4 min read | November 2022

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Sustainability

ESG360 – Gender Equality, Disability and the Diversity Dividend

We take note of how companies in East Asia compare to European peers in addressing diversity in the workplace, and what these companies can do to embrace disabled workers and achieve gender equality for the long run.

22 min video | October 2022

Economics

US: Recession Imminent – Will the Economy Recover by 2024?

We continue to expect an imminent recession and look for an only muted rebound in real GDP growth during 2024

6 min read | October 2022

Sustainability

The Future of Carbon Credit Trading in Singapore

Singapore’s new international carbon credit exchanges are a step towards reducing greenhouse gas emissions in a market with enormous potential.

6 min read | October 2022

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Central Banks

MacroBrew – What Sways The Fed?

In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.

27 min video | October 2022

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Sustainability

ESG360 – How AgTech is Revolutionising the Food Chain

In this podcast, we explore how factors such as climate change, a population explosion and food security are driving AgTech solutions like insect protein and lab-grown meat.

28 min video | October 2022

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