Nomura·2026-06-10SectorWire & cable: Optical devices,InP substrate supply-demand tightens further on buoyant demand5016.TSUMIELEC
Nomura·2026-06-10MacroAsia Insights: China: CPI inflation stabilized in May while PPI inflation rose further
Nomura·2026-06-09MacroAsia rewired: Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies. We discuss the macro impact and investment opportunities
Nomura·2026-06-09MacroGlobal Economic Outlook Monthly: Economies – and policymakers – are marching to different tunes
Nomura·2026-06-09SectorReports on China ramping up AI investment...: ...Likely a short-term catalyst for domestic AI value chainSMIC
Nomura·2026-06-08MacroEconomic Insights: Nomura Investment Forum Asia 2026: A recap of our macro views and what investors think
Nomura·2026-06-08MacroEconomic Insights: Nomura Investment Forum Asia 2026: A recap of our macro views and what investors think
Nomura·2026-06-08MacroAsia Insights: Shipbuilding one year on: China's lead endures as Washington turns to allies
Nomura·2026-06-08SectorKorea batteries: NIFA takeaways – Korea cathode companies Quick Note003670.KS247540.KS
Nomura·2026-06-07SectorChina factory automation : A 2-3 year transition before industrial AI scales up300124.SZ
Nomura·2026-06-06MacroAsia Insights India: Policy bazooka for managing currency prudently leaves out policy rate