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.
Sustainability

U.S. Waste Market Needs Better Incentives to Make an Impact

Moving the U.S. waste industry to a more circular and recycling-led market represents a major investment opportunity yet the effort faces headwinds due to ingrained consumer behavior, landfill economics, and fragmented policy which need better incentives to change.

3 min read | August 2023

Sustainability

Investors Focused on Solving EV Charging Infrastructure Conundrum

Electric vehicle adoption is outpacing charging infrastructure build-out. However, massive ongoing investment in the sector combined with rapidly evolving technologies, promises to accelerate the required infrastructure to support continued growth.

3 min read | July 2023

Sustainability

The Growing U.S. Water Crisis

Western U.S. water shortages caused by mega droughts combined with under investment in the industry threaten a crisis unless desalination technologies improve or fresh water is used more efficiently.

3 min read | July 2023

Sustainability

Consumer Demand for Eco-Packaging Boosts Green Materials Industry

Consumer demand for green packaging is providing a tailwind for eco and recycled materials but more policy support and collaboration is needed before the industry can make a bigger decarbonization impact.

3 min read | July 2023

Sustainability

How Alternative Proteins Will Transform the World’s Food System

The alternative protein industry has emerged as a solution to the unsustainable practices of intensive agriculture but more investment is required to create a new low-emission food system in the coming decades.

3 min read | July 2023

Sustainability

Green Hydrogen Set to be Mainstream by 2030

The convergence of several forces will usher in a new era of power generation driven by clean and low-carbon hydrogen.

3 min read | July 2023

Japan in focus

Japan’s Three Lost Decades – Escaping Deflation

Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.

4 min read | July 2023

Sustainability

Addressing the Infrastructure Inflection Point

Innovative financing is an essential component of the green energy transition. Vinod Mukani, Global Head of Infrastructure and Power Finance, discusses how opportunities must be looked at differently in order to make infrastructure assets truly bankable.

3 min read | June 2023

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Sustainability

ESG360 – Sustainable Heroes X: Green Leaders in Focus

We feature 4 individuals who appeared in the Summer 2023 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on some of the trailblazers who are accelerating the net zero transition.

29 min video | June 2023

Economics

Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma

“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.

3 min read | June 2023

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Central Banks

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.

3 min read | May 2023

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Central Banks

MacroBrew - Thailand: Who Will Form The Next Government?

In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.

26 min video | May 2023

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