Focused Thinking

Japan in focus

Japan is a story of fascinating contrasts. To unlock the opportunities and understand how the story will continue to unfold, it requires an expert in the region – to connect the history with the future.

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Central Banks

MacroBrew - The BOJ’s Policy Stance

We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.

44 min podcast | January 2022

Economics

Nomura Investment Forum 2021: Japan Macro Outlook

Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic

3 min read | December 2021

Japan in focus

A Sleeping Giant: The Rise of Japan’s GSS Bond Market

Green, social and sustainability bonds in Japan are seen as instrumental in achieving the UN’s Sustainable Development Goals and addressing the nation’s social issues

5 min read | October 2021

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Japan in focus

MacroBrew – Japan Insights: Abenomics to Suganomics to…?

Outlook for Japan and markets ahead of the election.

30 min podcast | September 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

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Japan in focus

MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook

We discuss the impact of this recent wave of Covid-19 infections.

35 min podcast | May 2021

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

Economics

Japan: Side effects of support measures for corporations

Companies overcoming cash flow issues caused by the pandemic may have to curb capex due to rising debt

2 min read | November 2020

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Japan in focus

Fireside Chats – Japan Outlook: Abenomics without the Abe?

With a change in leadership after the resignation of Prime Minister Shinzo Abe, what's next for Japan?

17 min podcast | September 2020

Japan in focus

Case study: More important than ever: why ESG investment will remain crucial

6 min read | September 2020

Economics

Japan's path to normalization after pandemic

Nomura forecasts real growth outpacing potential growth during normalization

2 min read | August 2020

Japan in focus

Japan’s post-Covid growth strategy and action plan

Deliberations on post-Covid Japan to get underway in late July, and interim review of the action plan is expected by end-2020.

2 min read | July 2020

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