Nomura·2026-10-01MacroKorea Tax windfall eases bond supply; allocation is key to the policy outlookBOK policy rate: 3.50% terminal through Feb-20272027-02
Nomura·2026-10-01SectorChina Auto EV: Domestic demand weakness more evident in peak auto seasonBYDXIAOMILINIOXPEV.US
Nomura·2026-09-30MacroChina: Higher PMIs in SeptemberChina real GDP growth: forecastQ3 2026China real GDP growth: forecastQ4 2026
Nomura·2026-09-29MacroAsia Insights: China: The new round of supportive measures is not sufficient to bolster growthChina PSL rate: actualSep 2026
Nomura·2026-09-29ThematicGlobal AI Trend Tracker: AI expert call 74: OCS, CPO, and optical transceivers updateGOOGLNVDA
Nomura·2026-09-29MacroAsia Insights: China monthly: September and Q3 data previewChina official manufacturing PMI: forecastSep 2026China RatingDog manufacturing PMI: forecastSep 2026
Nomura·2026-09-28SectorChina optical communication sector update: Transceiver Act, new fiber capacity, switch chip localization000938.SZ300308.SZ300570.SZYOFC
Nomura·2026-09-28MacroFX Insights: Foreign inflows into US equities recovering, following the hawkish September FOMC
Nomura·2026-09-28MacroAsia Insights China: The State Council urges greater efforts to meet the growth targetChina real GDP growth: forecast3Q26China real GDP growth: forecast4Q26
Nomura·2026-09-25MacroUS Economic Weekly: Labor markets remain resilientUS Q3 GDP tracking: forecast3Q26
Nomura·2026-09-25MacroAsia Insights China: PBoC warned against _herding behaviour” in FX markets-260925.pdf_; filename_=utf-8''Nomura-Asia Insights China: PBoC warned against _herding behaviour” in FX markets