Focused Thinking
Sustainability
China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan by raising productivity through structural reforms to sustain economic growth.
4 min read | March 2023
Economics
We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.
2 min read | March 2023
Sustainability
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
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
Central Banks
Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.
42 min video | March 2023
Economics
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
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
Central Banks
Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.
28 min video | February 2023
Sustainability
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
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
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
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
Annual Outlook
This is the final part of our two-part 2023 ESG Outlook Series, in which we explore the year ahead for policy and regulation.
15 min video | January 2023