Focused Thinking

Articles

Sustainability

Are Carbon Markets the Missing Piece in the Climate Change Puzzle?

Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to set a true price on carbon and make it easier to offset emissions.

3 min read | April 2024

Sustainability

Combining Innovation and Investment to Power the Energy Transition

The energy transition will be driven by entrepreneurs, ideas and companies, but they can only succeed with the right support and investment. Jeff McDermott, Global Co-Head of Investment Banking, discusses how the landscape is evolving to empower success.

3 min read | April 2023

Economics

Asia Economic Monthly: Seven reasons to expect faster disinflation

Slower pace of inflation is driven by lower underlying inflation momentum and helped by base effects.

3 min read | April 2023

Central Banks

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2023 by region.

3 min read | April 2023

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

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

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