Focused Thinking
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Japan in focus
Allocators and gatekeepers discuss hedge fund investing and allocation trends at the Nomura Alternatives Forum 2025
3 min read | February 2026
Central Banks
A consumption tax moratorium and a weak yen might encourage the BOJ to raise interest rates sooner and more often
3 min read | January 2026
Japan in focus
Jun Yunoki, Prime Product Delta One Sales at Nomura, sat down with seasoned investment professionals at the Nomura Alternatives Forum 2025 in Tokyo to explore the latest Japan investment strategies.
3 min read | December 2025
Annual Outlook
Nomura’s Japan economists and strategists discuss their views on the Japan economy in the year to come
4 min read | December 2025
Japan in focus
How to raise 150 trillion yen in investments to help Japan achieve a green transition and maintain economic growth.
3 min read | November 2025
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Japan in focus
Prime Minister Sanae Takaichi and her new administration launch Sanaenomics
3 min read | October 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
4 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Volatility
Tariff-related volatility is changing block trading patterns, making understanding the nuances of dark liquidity more critical to navigate stock trading in Europe.
3 min read | September 2025
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025