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

Exploring China’s new consumption trends: Shaun Rein

China’s consumers are spending differently after the pandemic, turning selective on quality and trading down, said Shaun Rein of China Market Research Group.

3 min read | October 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

Asia Economic Monthly: The goods cycle is headed higher for now

Asia’s goods cycle has bottomed out and is headed higher over the next two quarters.

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

Technology

China Auto Industry Leverages Modular Production to Become EV Powerhouse

China, already the world’s largest automobile manufacturer, is leveraging its expertise in the modular production of EVs, battery technology, and smart mobility, to transform itself into an automotive superpower.

3 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

Economics

Asia Economic Monthly: Is Asia slowly decoupling from China?

China’s share in Asian exports is slowing and Asian lenders’ exposure to China is plateauing.

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

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

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

2 min read | August 2023

Economics

Asia Economic Monthly: Food inflation risks are on the rise

Fiscal policy will be the first line of defense against rising food prices in Asia

3 min read | August 2023

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