Focused Thinking

Europe, Middle East and Africa

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.
Economics

From the factory to the lab: Central and Eastern Europe’s innovation push

Central and Eastern Europe has been a manufacturing hub for the rest of the continent, but the model is creaking as labour costs rise; will innovation in software and digital write the next chapter in its growth story?

4 min read | June 2018

Economics
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Global Emerging Markets Podcast Series

Goldilocks economic conditions of strong growth and low inflation and the hunt for yield mean that most investors remain optimistic. But in our three podcasts below, Nomura economists point out that there are good reasons to be cautious.

8 min podcast | May 2018

Emerging Markets

Higher Oil Prices Drive EM Divergence

A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic cost to large net oil importers with weak economic fundamentals can be disproportionately larger than the benefit to net oil exporters

1 min read | May 2018

Emerging Markets

Where are the risks in an EM snapback?

Four potential events this year could lead to an emerging markets pricing snapback: a US bond market selloff, the global unwind of quantitative easing, a China growth slowdown and the risk of a trade war.

3 min read | April 2018

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Economics

What is fuelling trade in global emerging markets?

Trade has played a critical role in the development of emerging market (EM) countries. But as we discuss in our video, the increase in protectionist rhetoric in recent years threatens to stall or even reverse globalization. How will EM countries cope?

2 min read | April 2018

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Economics

How is technology transforming global emerging markets?

Technology has transformed the global economy in the last decade and made it easier to transfer knowledge. Now it’s giving emerging markets a competitive advantage, allowing them in some cases to be more agile and innovative than developed economies.

1 min video | April 2018

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact of US trade protectionism, centering on China. The goal is to examine which countries and industries would ultimately bear the brunt should the US step up trade protectionism.

1 min read | March 2018

Japan in focus

Japanese cross-border M&A takes off

In a time of global economic and political uncertainty, Japan’s relative stability stands out. After more than two decades of slow growth, the country continues to face many challenges.

6 min read | March 2018

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Economics

Global Emerging Markets Seminar 2018

In February, we hosted our third annual Global Emerging Markets Seminar in London, bringing together cross-asset clients, industry thought leaders and Nomura’s emerging markets (EM) expertise from Latin America, CEEMEA and Asia.

1 min video | February 2018

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Eddie Jones: laser-sharp focus

At Nomura, we are proud to partner with Eddie who previously coached the Japan rugby team to the biggest international result in their history during the 2015 Rugby World Cup, when Japan’s national team beat one of the tournament favourites, South Africa.

1 min video | November 2017

Economics

Get ready for rising rates

Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available, according to Matthew Reader, Head of Fixed Income Structured Products and Jonathan Rogers, Head of Rates & Hybrid Structuring, EMEA.

6 min read | November 2017

Economics

Will UK housing continue to stand tall or fall?

Over the past 30 years real interest rates in the UK and other developed economies have been on a long-term downwards trend. This has supported the valuations of many assets, including house prices. With real interest rates predicted to rise gradually over the next decade or two, precisely the opposite (a ‘decapitalisation’, or a fall in real house prices) could happen and we believe real house prices could be 20% lower by 2030.

2 min read | September 2017

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.

3 min read | January 2017

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