Focused Thinking
Sustainability
China committed to net zero by 2060 but what will it take to reach that goal for the world’s biggest energy consumer?
5 min read | January 2022
Sustainability
Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.
5 min read | January 2022
Economics
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022
Sustainability
Wal van Lierop, founder and managing partner at Chrysalix Venture Capital, told Nomura Greentech that nuclear fusion is needed to power the future of clean energy around the world.
5 min read | December 2021
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