Focused Thinking
Japan in focus
Japan and the UK’s shared investment goals across sectors such as AI and biotech are creating a fertile ground to deploy long-term capital
4 min read | November 2026
Economics
Nomura’s pioneering paper reveals that the risk of volatility targeting indices is systematically higher than the target level they are designed to maintain
4 min read | October 2026
Economics
How can China claw its way out of the six-year property slump?
5 min read | October 2026
Central Banks
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Economics
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
Economics
CPI inflation in Japan is expected to accelerate through early 2027, cool through early 2028, and stabilize at 2%
3 min read | September 2026
Geopolitics
Politics in Europe is sliding toward populism
6 min read | September 2026
Japan in focus
As ASEAN becomes a connecting hub for US–China trade, the composition of exports to the region from China and Japan are growing increasingly similar
3 min read | September 2026
Annual Outlook
Capex will likely form the basis of Japan’s economic recovery through FY2028
4 min read | September 2026
Technology
Navigating AI’s value challenge by prioritizing spending
4 min read | September 2026
Technology
Building auditable, controllable AI systems for regulated environments
5 min read | September 2026
Geopolitics
Geopolitics, AI and market shifts are driving diversification
6 min read | September 2026
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026