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
China’s AI market could see US$18.5 billion of revenue growth between 2022 and 2025.
3 min read | August 2023
Electric vehicle adoption is outpacing charging infrastructure build-out. However, massive ongoing investment in the sector combined with rapidly evolving technologies, promises to accelerate the required infrastructure to support continued growth.
3 min read | July 2023
Western U.S. water shortages caused by mega droughts combined with under investment in the industry threaten a crisis unless desalination technologies improve or fresh water is used more efficiently.
Consumer demand for green packaging is providing a tailwind for eco and recycled materials but more policy support and collaboration is needed before the industry can make a bigger decarbonization impact.
The alternative protein industry has emerged as a solution to the unsustainable practices of intensive agriculture but more investment is required to create a new low-emission food system in the coming decades.
The convergence of several forces will usher in a new era of power generation driven by clean and low-carbon hydrogen.
Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.
4 min read | July 2023
The growth of the dark pool space and the rise of electronic crossing platforms are playing an instrumental part in the evolution of Asia’s execution landscape as buyside trading desks look to tap into additional sources of liquidity efficiently and anonymously.
Singapore’s deputy prime minister believes that economic fundamentals in Asia makes for a great opportunity when balanced with prudent risk management.
Innovative financing is an essential component of the green energy transition. Vinod Mukani, Global Head of Infrastructure and Power Finance, discusses how opportunities must be looked at differently in order to make infrastructure assets truly bankable.
3 min read | June 2023
India’s Chief Economic Advisor is optimistic about the country’s recovery, according to a keynote at the 2023 Nomura Investor Forum Asia.
“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.
Asia, currently the fastest-growing economic region, has always been a land of opportunity with significant scope for economic development. So the pertinent question is not “why Asia?”, but “why Asia now?”
5 min read | June 2023