Focused Thinking
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Economics
Beyond the near term, the US aims to build new critical mineral supply chains, bring more economies under its economic sphere of influence, and drive Asian reforms through stealth.
3 min read | November 2025
Central Banks
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 | November 2025
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | November 2025
Japan in focus
Prime Minister Sanae Takaichi and her new administration launch Sanaenomics
3 min read | October 2025
Economics
Tariffs will soon begin to bite, impacting exports and investment, but strong demand for artificial intelligence and a memory supercycle should power a concentrated recovery
4 min read | October 2025
Investment Banking
With a combination of attractive yields, a resilient Australian economy and evolving market infrastructure, the kangaroo bond market will play an increasingly important role in global fixed income
3 min read | October 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
5 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Investment Banking
The increasing depth, sophistication, and diversity of participants has shielded dealmaking from tariff uncertainty, and suggests a healthy dealmaking environment going forward
5 min read | October 2025
Technology
The integrity of global financial markets in an AI-enabled future depends on coordinated implementation across the interconnected network of market participants, service providers, and oversight bodies
8 min read | September 2025
Economics
Evidence from US import prices and Asia's export prices suggests Asian exporters are absorbing one-fifth of US tariffs, while passing on the remaining costs
4 min read | September 2025
Economics
The recent stock market rally should have a limited expansionary impact on China’s real economic growth
3 min read | September 2025