Focused Thinking
Economics
Investor interest in private credit in Asia has grown substantially over the last couple of years and private credit providers with an integrated and holistic offering, and ability to serve clients across jurisdictions and their credit lifecycle, will have an edge.
4 min read | May 2024
Economics
Asia is importing more from but exporting less to China.
3 min read | May 2024
Economics
Assessing China’s hidden trade with America.
3 min read | May 2024
Economics
Higher immigration does not fully account for recent labor market resilience
2 min read | May 2024
Economics
India is highly complementary to Japan in view of its rapid economic growth and rich talent pool.
3 min read | April 2024
Japan in focus
Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield
3 min read | April 2024
Economics
Don’t paint the entire region with the same brush. Growth divergence is likely, based on cyclical and structural outlooks.
4 min read | April 2024
Economics
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Economics
Leading indicators point to a cyclical improvement in the open economies, but we expect higher investment trends in India, the Philippines and Indonesia.
4 min read | March 2024
Sustainability
Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Technology
In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.
3 min read | February 2024
Japan in focus
Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.
3 min read | February 2024
Economics
Chinese consumer preference for higher-quality beer is an opportunity for breweries in the country.
2 min read | February 2024