Focused Thinking
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
Annual Outlook
Nomura’s Japan economists and strategists outline what’s on the horizon after a relatively strong year.
4 min read | December 2023
Economics
After synchronized disinflation so far this year, we see more divergence in the inflation outlook for Asian economies. We identify the hot, warm and cold candidates.
4 min read | November 2023
Technology
Real-time settlements, interoperability of payment rails and programable instruments are boosting cross-border transactions.
3 min read | November 2023
Technology
Vehicles with autonomous driving functions could go mainstream in 2025 as both functionality and user experience reach a turning point.
3 min read | November 2023
Economics
China’s consumers are spending differently after the pandemic, turning selective on quality and trading down, said Shaun Rein of China Market Research Group.
3 min read | October 2023
Japan in focus
Corporate pricing behavior in Japan continues to adjust in positive ways, with growing price-setting flexibility leading to greater resilience against deflation.
3 min read | October 2023
Economics
Asia’s goods cycle has bottomed out and is headed higher over the next two quarters.
3 min read | October 2023
Economics
We are cautious on the economic outlook and expect global growth to slow to 2.0% in 2024. CPI inflation should continue easing into next year.
7 min read | October 2023
Technology
China, already the world’s largest automobile manufacturer, is leveraging its expertise in the modular production of EVs, battery technology, and smart mobility, to transform itself into an automotive superpower.
3 min read | October 2023
Sustainability
Investment banks are assessing opportunities for capital deployment in renewable energy technology. Alex Stein, EMEA Co-Head of Nomura Greentech, proposes an integrated solution to decarbonise energy in the home and incentivise customers to manage costs, consumption, and carbon footprint.
3 min read | September 2023