Focused Thinking

Articles

Sustainability

The ESG Revolution – Opportunities and Challenges for Companies and Investors

As corporates grapple with the growing need to reduce emissions and minimize the environmental impact of their products and services, the demand for sustainable infrastructure is rising.

3 min read | November 2021

Sustainability

COP26 Review

COP26 highlights: debate on ending coal use, US-China agreement, 1.5°C target

5 min read | November 2021

Economics

Indonesia: Getting There on Tax Reforms

Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.

3 min read | November 2021

Economics

The Covid-19 Endgame: Learning to Live With it

The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.

5 min read | November 2021

Sustainability

US Water Wars – How Climate Change is Driving Water Scarcity

Megadroughts in some US states could be a recurring phenomenon yet they offer a chance to revitalise a dated and inefficient water system.

7 min read | November 2021

Sustainability

COP26: What to Expect from the UN’s Climate Summit

Ahead of COP26 in Glasgow, five sustainability experts across Nomura reflect on the issues that will be discussed to help the global economy reach net zero carbon emissions and keep the planet below 1.5°C

8 min read | October 2021

Sustainability

A Win for Nature: Rules to Tackle Biodiversity Loss Start to Emerge

The launch of a new taskforce to protect biodiversity, highlights human reliance on nature to the tune of $44 trillion, and promises to shift financial flows to limit the damage.

4 min read | October 2021

Economics

US: Evolving Political and Macro Developments to Limit Biden's Agenda

Declining popularity, elevated inflation and worsening intraparty disputes suggest a smaller Democrat-only fiscal package

3 min read | October 2021

Japan in focus

A Sleeping Giant: The Rise of Japan’s GSS Bond Market

Green, social and sustainability bonds in Japan are seen as instrumental in achieving the UN’s Sustainable Development Goals and addressing the nation’s social issues

5 min read | October 2021

Sustainability

Household Demand for Energy Independence to Boost Solar, Says Enphase CEO

Badri Kothandaraman, Chief Executive Officer at solar power company Enphase, told Nomura Greentech that the California blackouts and Texas shutdowns spotlight the advantage of energy independence for homeowners.

5 min read | October 2021

Sustainability

How New ESG Transparency Rules Will Unleash the Next Green Wave

Regulators across the world are revamping ESG disclosure rules to reduce greenwashing and catch up with demand from investors struggling to decipher how green their investments truly are.

6 min read | October 2021

Economics

The UK’s Petrol Crisis - an Inflation or Growth Concern?

To add to the UK’s energy challenges, the region is in the midst of a petrol crisis while oil prices are heading higher.

5 min read | October 2021

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

Sustainability

How the World’s Largest Infrastructure Asset Manager Set a Net Zero 2040 Goal

Chris Leslie, Global Head of Sustainability at Macquarie Asset Management explains to Nomura Greentech how the Australian finance firm is well on track to be carbon neutral thanks to a shift in culture.

3 min read | September 2021

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