Focused Thinking

Articles

Sustainability

Trading with a Conscience Reaches the Dealing Floor

ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.

3 min read | February 2022

Sustainability

China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower

China committed to net zero by 2060 but what will it take to reach that goal for the world’s biggest energy consumer?

5 min read | January 2022

Sustainability

The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World

Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.

5 min read | January 2022

Economics

US 2022 Economic Outlook: Strong but Slowing Growth, Elevated Inflation and Policy Normalization

We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization

6 min read | January 2022

Sustainability

Nuclear Fusion Is the Dream of Clean Energy, Says Venture Capital Founder

Wal van Lierop, founder and managing partner at Chrysalix Venture Capital, told Nomura Greentech that nuclear fusion is needed to power the future of clean energy around the world.

5 min read | December 2021

Economics

Global Economic Outlook 2022 - The heat is on... for now

High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.

4 min read | December 2021

Economics

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.

2 min read | December 2021

Economics

Nomura Investment Forum 2021: Japan Macro Outlook

Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic

3 min read | December 2021

Sustainability

Sustainable Finance in Singapore: A Blueprint for the Region

Singapore’s public sector has spearheaded efforts to create a green financial centre

7 min read | December 2021

Sustainability

How Green is your ESG Fund?

Our analysis of popular ESG funds provides a toolkit to detect greenwashing and separate the most authentic green investments from the rest.

6 min read | November 2021

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Four countries – Egypt, Romania, Turkey and Sri Lanka – are currently at risk of a currency crisis with Damocles scores above 100.

3 min read | November 2021

Sustainability

Emerging Markets Need $100 trillion of Sustainable Power, Says Global Investor Actis

Shami Nissan, Head of Responsible Investment at Actis, a leading emerging markets investor, told Nomura Greentech that developing countries need $100 trillion of sustainable energy over the next two decades to support economic growth.

4 min read | November 2021