Focused Thinking

Articles

Economics

China Investor Forum: When will China’s property sector bottom out?

Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.

4 min read | October 2024

Economics

Positioning for a Q4 2024 bull run in equities

The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.

5 min read | October 2024

Economics

India: From low inflation to low rates; the RBI is set to pivot

After a year of low underlying inflation, there is both scope and a need for policy recalibration

2 min read | October 2024

Economics

The second wave of shocks in China

The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.

4 min read | September 2024

Central Banks

China Investor Forum: The Global Economic Outlook

We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.

6 min read | September 2024

Economics

Japan Cross-Shareholdings Enter a Dynamic New Era

As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.

4 min read | September 2024

Central Banks

Germany: Here Comes the Recession

We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.

4 min read | September 2024

Economics

China’s increasing role in China+1

As economies diversify their supply chains to mitigate concentration risk, China has itself been busy expanding its manufacturing capabilities overseas.

4 min read | September 2024

Japan in focus

Japan Pioneered Transition Bonds but Needs Demand to Grow the Market

Japan's adoption of transition bonds to support heavy industry means that it now accounts for nearly 70% of global issuance

3 min read | September 2024

Sustainability

Backing Biodiversity

Luzius Wirth is CEO of idverde, a sustainability-focused landscaping and maintenance company. Luzius tells Nomura Greentech that he sees more demand for biodiversity projects combining urbanization and nature to help people and the planet thrive.

3 min read | August 2024

Sustainability

Lithium-ion Loop

Leon Farrant is the CEO of Green Li-ion, a battery recycling company. Leon tells Nomura Greentech that he is pioneering innovative technology to create a circular economy for lithium-ion batteries.

3 min read | August 2024

Sustainability

Industrial Decarbonization

Olivia Wassenaar is Head of Sustainability and Infrastructure at Apollo Asset Management. Olivia tells Nomura Greentech that she is helping a range of companies – including high emitters – decarbonize.

3 min read | August 2024

Sustainability

Systems Transformation

Sanjeev Krishnan is Managing Partner at S2G Ventures, an investment firm focused on the food and agriculture, oceans and energy sectors. Sanjeev tells Nomura Greentech about his mission to transform our core systems to support a planet of 10 billion people.

3 min read | August 2024

Sustainability

Urbanization and Population Growth to Drive Waste Recycling Opportunities

Global annual waste generation is expected to jump to 3.9bn tons by 2050

4 min read | July 2024

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