Annual Outlook
Japan Macro Outlook 2025
Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal
4 min read | December 2024
Focused Thinking
Focused Thinking
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon as the market returns to normal
4 min read | December 2024
Rates
Regulatory drivers combined with higher rates are reshaping a corner of the derivatives market
4 min read | December 2024
Annual Outlook
Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China
4 min read | December 2024
Emerging Markets
The country has emerged as a hotbed for equity fund-raising, with over US$16 billion raised through IPOs this year
3 min read | December 2024
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | December 2024
Economics
The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.
5 min read | November 2024
Economics
Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.
3 min read | November 2024
Economics
Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.
3 min read | November 2024
Economics
After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.
5 min read | October 2024
Economics
Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.
3 min read | October 2024
Economics
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024
Economics
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
5 min read | October 2024
Economics
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
Economics
The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.
4 min read | September 2024