Focused Thinking
Economics
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | December 2021
Economics
We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.
2 min read | December 2021
Economics
Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic
3 min read | December 2021
Sustainability
Singapore’s public sector has spearheaded efforts to create a green financial centre
7 min read | December 2021
Sustainability
Our analysis of popular ESG funds provides a toolkit to detect greenwashing and separate the most authentic green investments from the rest.
6 min read | November 2021
Economics
Four countries – Egypt, Romania, Turkey and Sri Lanka – are currently at risk of a currency crisis with Damocles scores above 100.
3 min read | November 2021
Sustainability
Shami Nissan, Head of Responsible Investment at Actis, a leading emerging markets investor, told Nomura Greentech that developing countries need $100 trillion of sustainable energy over the next two decades to support economic growth.
4 min read | November 2021
Sustainability
As corporates grapple with the growing need to reduce emissions and minimize the environmental impact of their products and services, the demand for sustainable infrastructure is rising.
3 min read | November 2021
Sustainability
COP26 highlights: debate on ending coal use, US-China agreement, 1.5°C target
5 min read | November 2021
Economics
Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.
3 min read | November 2021
Economics
The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.
5 min read | November 2021
Sustainability
Megadroughts in some US states could be a recurring phenomenon yet they offer a chance to revitalise a dated and inefficient water system.
7 min read | November 2021
Sustainability
Ahead of COP26 in Glasgow, five sustainability experts across Nomura reflect on the issues that will be discussed to help the global economy reach net zero carbon emissions and keep the planet below 1.5°C
8 min read | October 2021
Sustainability
The launch of a new taskforce to protect biodiversity, highlights human reliance on nature to the tune of $44 trillion, and promises to shift financial flows to limit the damage.
4 min read | October 2021