Focused Thinking

Articles

Sustainability

Policy Tailwinds – Leveraging a Megatrend to Effect Change

Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.

4 min read | March 2024

Economics

Swiftonomics: The economic power of superstar concerts

The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.

4 min read | March 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors Part 2

In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.

3 min read | February 2024

Japan in focus

How Overseas Investors are Using Options to Play Japan Equities

Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.

3 min read | February 2024

Economics

China breweries angle for more premium, high-quality beer

Chinese consumer preference for higher-quality beer is an opportunity for breweries in the country.

2 min read | February 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors: Part 1

In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.

3 min read | February 2024

Sustainability

Green Hydrogen – Scaling Clean Power to Reach Net Zero

Roeland Baan is CEO of Topsoe, a Danish engineering company. Roeland tells Nomura Greentech that he is accelerating the rollout of green hydrogen to fight emissions in hard-to-abate industries.

4 min read | February 2024

Economics

Asia Economic Monthly: Asia under Trumponomics 2.0

Increased protectionism, US-China decoupling, US macro policies, pivot from green energy and America First foreign policy could adversely impact many Asian economies.

5 min read | February 2024

Economics

Chinese pharma to ride on the global GLP-1 drugs bonanza

The Chinese market for GLP-1 drugs to treat diabetes and obesity could grow to US$11.4 billion by 2033.

2 min read | February 2024

Sustainability

Progress over Perfection – Accelerating Battery Recycling

Amy Schumacher, CEO of The Heritage Group, a U.S.-based sustainability investor, tells Nomura Greentech that she is applying generations of business experience to grow vital new industries such as battery recycling.

4 min read | February 2024

Sustainability

Hong Kong Harnesses Blockchain in Green Finance Push

Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.

3 min read | January 2024

Sustainability

Green Hydrogen Will Unlock New, Scalable Opportunities in Clean Energy

As Europe scales up production and import of green hydrogen, how can the industry mobilize capital to deliver bigger projects? Laurent Dallet, Managing Director at Nomura Greentech, discusses the increasing competition in the green hydrogen space.

3 min read | January 2024

Sustainability

Regenerative Packaging – Quickening the End of Single-Use Plastic

Pierre Paslier, co-founder of Notpla, a London-based maker of seaweed packaging. tells Nomura Greentech about his mission to consign single-use plastic to history.

4 min read | January 2024

Economics

Asia Economic Monthly: Taylor rule estimates for Asia

A rules-based framework to project the trajectory of central bank policy rates suggests less easing than our forecasts in Korea and risks of deeper cuts in Thailand and China.

3 min read | January 2024

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