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.
Economics

Asia Economic Monthly: Shape of Asian exports recovery: L, U, V or W?

We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.

3 min read | May 2023

Central Banks

Governor Ueda’s first meeting and Nomura’s BOJ monetary policy scenario

Four highlights of the BOJ Monetary Policy Meeting; Nomura’s main scenario pictures a YCC revision in or after June 2023 MPM

3 min read | May 2023

Sustainability

Blue Bonds – A Blueprint for Ocean Conservation

Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.

3 min read | May 2023

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Sustainability

ESG360 – Blue Bonds: Unlocking the Ocean’s Potential

The recent UN accord to protect 30% of the Oceans by 2030 combined with growing investor appetite are providing the ingredients to unleash growth in blue bonds, which aim to grow the ocean economy.

15 min video | May 2023

Economics

Thailand hospitals poised for further expansion

More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.

2 min read | May 2023

Central Banks

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 2023 by region.

3 min read | May 2023

Sustainability

Are Carbon Markets the Missing Piece in the Climate Change Puzzle?

Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to set a true price on carbon and make it easier to offset emissions.

3 min read | May 2023

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Central Banks

MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2023

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Central Banks

MacroBrew - US Debt Limit: Is It Worse Than 2011?

We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.

47 min video | April 2023

Sustainability

Combining Innovation and Investment to Power the Energy Transition

The energy transition will be driven by entrepreneurs, ideas and companies, but they can only succeed with the right support and investment. Jeff McDermott, Global Co-Head of Investment Banking, discusses how the landscape is evolving to empower success.

3 min read | April 2023

Economics

Asia Economic Monthly: Seven reasons to expect faster disinflation

Slower pace of inflation is driven by lower underlying inflation momentum and helped by base effects.

3 min read | April 2023

Technology

Asia primed to meet growing electric vehicle battery demand

Regional competition to produce electric vehicle batteries will remain tight.

3 min read | April 2023

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Sustainability

ESG360 - Cyberattack: The Growing Threat for ESG Investors

The rapid increase in networking and digitalization in our daily work patterns has increased the cyberattack surface available for criminals to exploit. With cyberattacks growing in both frequency and severity, we discuss the increasing threat for ESG investors.

19 min video | March 2023

Sustainability

China’s Demographic Timebomb: Lessons from Japan’s Lost Decades

China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan by raising productivity through structural reforms to sustain economic growth.

4 min read | March 2023

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