Focused Thinking

Asia

Our experience navigating Asia’s cultures and customs is unrivaled. With integrated global access and deep roots in Asia, Nomura Connects is where our rigorous research meets our extensive global footprint and provides true insights to one connected market.

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2025 by region.

3 min read | April 2025

Asia: Low Inflation is Here to Stay

Disinflation is underway in Asia, with inflation falling within central bank targets across most countries.

3 min read | March 2025

Private Credit Boom Set to Continue Amid Surplus of Capital

The private credit market is rapidly evolving, with new players, products and rules set to help it reach a projected $2.64tn by 2029.

3 min read | March 2025

Asia Economic Monthly: Third Country Circumvention

The US clampdown on using third countries to circumvent tariffs on China could reshape global supply chains

4 min read | March 2025

How Trump’s Tariffs May Impact European Growth

US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.

4 min read | February 2025

Asia Economic Monthly: Estimating Asia’s Exposure to US Tariffs

In an interconnected world, the impact from higher US tariffs can sometimes ricochet beyond the target country

5 min read | February 2025

The New Johor-Singapore Economic Zone is a Catalyst for Convergence

The Johor-Singapore Special Economic Zone agreement was signed on January 7

2 min read | January 2025

Asia Economic Monthly: The Currency Dilemma

Despite low inflation and soft growth, currency weakness is constraining some Asian central banks’ ability to cut policy rates

5 min read | January 2025

Nomura Investment Forum: Using Generative AI in Japan’s Financial Sector

The emergence of generative AI represents a springboard for economic growth and digital transformation for Japan.

3 min read | January 2025

Nomura Investment Forum: Slow Does Not Mean Stagnant for Japanese Companies

Companies in Japan have been on a long march towards becoming technology leaders

3 min read | December 2024

Japan Macro Outlook 2025

Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal

4 min read | December 2024

Asia Macro Outlook 2025: Navigating the Rapids

Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China

4 min read | December 2024

Emerging Markets

What’s Spurring India’s Robust Equity Fund-Raising?

The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year

3 min read | December 2024

Asia Economic Monthly: The Trump curveball for Asia

Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.

3 min read | November 2024

1 2 3 4 5 6 7