Focused Thinking

Articles

Technology

Asia primed to meet growing electric vehicle battery demand

Regional competition to produce electric vehicle batteries will remain tight.

3 min read | April 2023

Sustainability

China’s Demographic Timebomb: Lessons from Japan’s Lost Decades

China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan by raising productivity through structural reforms to sustain economic growth.

4 min read | March 2023

Economics

Asia Economic Monthly: Our growth cycle framework

We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.

2 min read | March 2023

Sustainability

Why Cybersecurity Is the Biggest Hidden ESG Risk

Cybersecurity is fast becoming the top global risk by impact and likelihood along with climate change and geopolitical conflict. In response, investors need an efficient model to integrate cybersecurity into their investment decisions.

4 min read | March 2023

Sustainability

Battery Reincarnation – A Second Life in Rural Electrification

Lina Lee is Co-Founder of Durapower, a Singapore-based energy storage solutions provider. Lina tells Nomura Greentech that she is extending the duration of electric vehicle batteries by giving them a second life as storage for renewables.

3 min read | March 2023

Economics

Euro Sovereign Debt Crisis: This Time Is Different

With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.

3 min read | March 2023

Economics

Asia Economic Monthly

We raise our 2023 GDP growth projections slightly, but a services-driven recovery in China and the US, and a higher-for-longer Fed are not as positive for Asia.

3 min read | February 2023

Sustainability

Scaling Solar – Harnessing Agriculture to Boost Deployment

Alexander Arcache is Managing Director and founder of Kronos Solar, a German renewables company. Alexander believes agrivoltaics – the shared use of land for both solar power generation and agriculture – will be a key driver of future solar deployment.

4 min read | February 2023

Economics

How the Changing Rates Outlook is Boosting Demand for Convexity Hedging

Nomura’s Hans-Peter Schoech, Head of Structured Rates Trading EMEA, and Ali Khan Head of Rates Options Trading, EMEA and North America explain how the uncertain macro environment has created interesting opportunities for convexity hedging.

3 min read | February 2023

Sustainability

Purpose over Profit - Using Clean Energy to Alleviate Poverty

Vineet Mittal is Chairman of Avaada Group, a leading Indian renewables company. Vineet explains to Nomura Greentech how his clean energy plans can help lift people out of poverty.

5 min read | February 2023

Economics

Assessing countries at risk of hard versus soft economic landings

Our analysis suggests developed market economies are more at risk of hard landings this time than emerging market economies, a break from the usual pattern.

3 min read | February 2023

Economics

How Far Could UK House Prices Fall?

We have a central forecast of a 15% fall in UK house prices by mid-2024. We explore some of the upside and downside risks to this forecast.

3 min read | January 2023

Sustainability

Trade not Aid – Rewarding Communities for Protecting Nature

Ana Haurie is CEO of Respira International, an impact-driven carbon finance company. Ana tells Nomura Greentech that she is using the principal of ‘trade not aid’ via the voluntary carbon market to empower communities and get us to net zero.

4 min read | January 2023

Annual Outlook

US 2023 Outlook: The Economic Costs of Curbing Inflation

We expect 2023 to bring into focus a nascent recession, with pronounced weakness across a broad range of economic indicators

12 min read | January 2023

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