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.

Central Banks

Will Covid-19 tip the Japanese economy into recession?

Japan's senior society facing severe economic cycle

3 min read | March 2020

Economics

Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.

4 min read | February 2020

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Central Banks

Global Economic Outlook 2020: On Shaky Foundations

Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.

17 min video | January 2020

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Economics

Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism

We expect Japan to remain on a path of “steady but slow” economic growth in 2020.

1 min video | December 2019

Japan in focus

Quantum Computer Research of Nomura Asset Management

NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.

4 min read | November 2019

Central Banks

Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies

Expectations are growing that the BOJ will decide to further loosen monetary policy.

5 min read | October 2019

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Japan in focus

Japan 2030

Nomura supported the Economist Intelligence Unit (EIU) in the creation of a deep dive podcast series looking into the future of Japan and where their culture, economy, and government will be by 2030 and beyond.

20 min podcast | September 2019

Japan in focus

Bonsai: A miniature view of global markets

Bonsai trees and shrubs encapsulate the serenity of Japanese culture. But these miniature wonders require diligence, commitment and attention to detail. Even a casual observer can appreciate the painstaking processes that underlie bonsai’s simple beauty.

3 min read | August 2019

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Japan in focus

The Bonsai Story

As a pillar of Japanese culture, few things bring peace and enlightenment to the Japanese more than bonsai. In fact, some believe they have been ‘chosen by bonsai’ and feel great privilege and a deep responsibility to be a caretaker for an ancient and highly revered practice.

3 min video | August 2019

Japan in focus

Bonsai: Why long-term commitment and vision underpins their beauty

Japan’s ancient bonsai tradition, where miniaturised shrubs and trees are grown in pots for many hundreds of years, creates a noble plant that, by definition, has withstood the test of time.

4 min read | August 2019

Central Banks

Japan: conditions for more BOJ easing and implications

Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?

3 min read | July 2019

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Central Banks

Asia Mid-Year Equities Outlook 2019

The major theme that we are expecting for the second half of 2019 is something the Japanese call “Naibu Henka”, which translates to “internal change”.

3 min video | July 2019

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