Focused Thinking

Articles

Economics

Europe – Heading Over the Recession Precipice

We now expect the Euro Area and UK to fall into recession. The latest survey data have been particularly weak, and lags in monetary policy, rising bankruptcies, plummeting demand for lending, and a poor global backdrop, all suggest it is only a matter of time until a recession materialises.

4 min read | September 2023

Volatility

Bumper Gas Stores to Insulate Europe from Cold Winter Supply Shock

Europe’s efforts to build up natural gas stores look set to pay dividends and shield it from supply shortages if a cold winter sets in.

3 min read | September 2023

Economics

Asia Economic Monthly: Is Asia slowly decoupling from China?

China’s share in Asian exports is slowing and Asian lenders’ exposure to China is plateauing.

4 min read | September 2023

Sustainability

Biodegradable Plastic - Returning Consumer Waste to Nature

Niall Dunne, CEO of Polymateria, a UK-based maker of green packaging, tells Nomura Greentech that he is pioneering the use of biotransformation technology to eliminate the scourge of plastic pollution.

4 min read | September 2023

Sustainability

Energy Independence – Policy and Geopolitical Impact

Sébastien Clerc, CEO of Voltalia, a French renewables producer, tells Nomura Greentech that energy dependence concerns will accelerate the rollout of renewables in Europe.

4 min read | September 2023

Sustainability

Natural Capital – Restoring the Balance Between Biodiversity and Humanity

Dharsono Hartono is CEO of PT Rimba Makmur Utama, which operates one of the world’s largest carbon offset projects. Dharsono’s work protecting and conserving forests in Indonesia has saved millions of tons of carbon to fight climate change.

3 min read | September 2023

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate crises shows Turkey, Czech Republic, Sri Lanka and Romania are at risk

2 min read | August 2023

Economics

Asia Economic Monthly: Food inflation risks are on the rise

Fiscal policy will be the first line of defense against rising food prices in Asia

3 min read | August 2023

Japan in focus

Japan’s Economy Wakes Up as Alarm Clocks Trigger Growth Boost

We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.

5 min read | August 2023

Sustainability

Virtuous Circle - Recyclable, Reusable and Compostable Packaging

Prabha Parameswaran, Group President, Growth and Strategy at Colgate-Palmolive tells Nomura Greentech how the consumer giant is focused on recyclable, reusable and compostable packaging to create a healthier future for all people, their pets and our planet.

3 min read | August 2023

Sustainability

Green Investing – Realizing a Renewable Future

Hidetake Takahashi, Head of Energy and Eco Services at ORIX, a Japanese financial services group, tells Nomura Greentech that he is doubling renewable energy generation capacity through strategic acquisitions

3 min read | August 2023

Sustainability

U.S. Waste Market Needs Better Incentives to Make an Impact

Moving the U.S. waste industry to a more circular and recycling-led market represents a major investment opportunity yet the effort faces headwinds due to ingrained consumer behavior, landfill economics, and fragmented policy which need better incentives to change.

3 min read | August 2023

Central Banks

BOJ Monetary Policy Meeting - Flexibility in the conduct of YCC is a policy change in practical terms

BOJ makes concessions for the uncertainty around inflation; Apr–Jun 2024 looks like a likely time for an end to YCC and NIRP

5 min read | August 2023

Technology

Generative AI to drive China’s technology revolution

China’s AI market could see US$18.5 billion of revenue growth between 2022 and 2025.

3 min read | August 2023

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