Focused Thinking

Articles

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | January 2023

Sustainability

Magic Meat – Growing Animal Protein to Reduce Emissions

Josh Tetrick is CEO of Eat Just, a US food startup. Josh tells Nomura Greentech how he is pioneering cultivated or lab-grown meat to drastically cut emissions from animal protein.

4 min read | January 2023

Economics

Euro Area 2023 Outlook – Will Sovereign Debt Risk be a Theme of 2023?

Our forecasts remain among the most pessimistic for euro area growth. We are forecasting a recession to last six quarters, beginning in Q4 2022, with a total GDP contraction of 2.5%. Though there are signs from recent surveys that the fallout from the energy crisis could be milder – especially if lower gas prices persist.

4 min read | January 2023

Economics

Nomura Investment Forum: Japan Macro Outlook 2023

Nomura’s Japan economists and strategists outline what’s on the horizon as the country opens up.

5 min read | December 2022

Economics

Asia Macro Outlook 2023: Rolling with the Punches

Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.

3 min read | December 2022

Sustainability

Making Diversity Work: Equity as the Bridge to Inclusion

Part 7 of our Nomura - University of Sheffield research on the social pillar of ESG in East Asia looks at how companies need to rethink their working patterns and expectations for all employees in order to unlock the diversity dividend.

5 min read | November 2022

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk

2 min read | November 2022

Sustainability

COP27 – Achievements and Outcomes

The Sharm El-Sheikh conference resulted in agreement to carry forward into future COP discussions loss and damage arrangements but didn’t move the needle on limiting climate change.

3 min read | November 2022

Sustainability

Japan’s Road to a New Form of Capitalism

Japan is prioritizing social finance to solve social issues.

4 min read | November 2022

Economics

Having learned from the 1997 crisis, Asia’s currency defense is likely to be prudent and eclectic

Asian economies are in a much better state today, more able and willing to tolerate currency depreciation, which can act as a shock absorber.

4 min read | October 2022

Economics

US: Recession Imminent – Will the Economy Recover by 2024?

We continue to expect an imminent recession and look for an only muted rebound in real GDP growth during 2024

6 min read | October 2022

Sustainability

The Future of Carbon Credit Trading in Singapore

Singapore’s new international carbon credit exchanges are a step towards reducing greenhouse gas emissions in a market with enormous potential.

6 min read | October 2022

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