Focused Thinking
Technology
In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.
3 min read | February 2024
Sustainability
Roeland Baan is CEO of Topsoe, a Danish engineering company. Roeland tells Nomura Greentech that he is accelerating the rollout of green hydrogen to fight emissions in hard-to-abate industries.
4 min read | February 2024
Economics
Increased protectionism, US-China decoupling, US macro policies, pivot from green energy and America First foreign policy could adversely impact many Asian economies.
5 min read | February 2024
Economics
The Chinese market for GLP-1 drugs to treat diabetes and obesity could grow to US$11.4 billion by 2033.
2 min read | February 2024
Sustainability
Amy Schumacher, CEO of The Heritage Group, a U.S.-based sustainability investor, tells Nomura Greentech that she is applying generations of business experience to grow vital new industries such as battery recycling.
4 min read | February 2024
Sustainability
Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.
3 min read | January 2024
Sustainability
As Europe scales up production and import of green hydrogen, how can the industry mobilize capital to deliver bigger projects? Laurent Dallet, Managing Director at Nomura Greentech, discusses the increasing competition in the green hydrogen space.
3 min read | January 2024
Sustainability
Pierre Paslier, co-founder of Notpla, a London-based maker of seaweed packaging. tells Nomura Greentech about his mission to consign single-use plastic to history.
4 min read | January 2024
Economics
A rules-based framework to project the trajectory of central bank policy rates suggests less easing than our forecasts in Korea and risks of deeper cuts in Thailand and China.
3 min read | January 2024
Annual Outlook
US growth momentum is slowing following the surprising resilience in 2023. We expect real GDP growth to average close to zero for 2024, with a below-trend average of 1.3% in H1 ahead of a mild recession in H2.
8 min read | January 2024
Annual Outlook
We forecast a very benign recession in the Euro Area, lasting three quarters from Q3 2023, and lopping only 0.5% off GDP. In the UK, economic growth has slowed but remains resilient. We forecast only mild, and short, near-term recessions, with risks in both directions.
4 min read | December 2023
Sustainability
The Dubai summit achieved a landmark agreement to transition away from fossil fuels for the first time. COP28 calls on countries to contribute to the global effort to accelerate action in this critical decade to achieve net zero greenhouse gas emissions by 2050.
3 min read | December 2023
Annual Outlook
We expect Asia to outperform the US and Europe due to stronger fundamentals and a recovery in the goods cycle.
4 min read | December 2023
Technology
The total addressable market for generative AI is projected to be US$185 billion in 2025.
3 min read | December 2023