Nomura

2 articles

China’s AI Boomtowns Race Ahead as Rest of Economy Falls Behind

Nomura data highlights China's economic divergence, with AI hubs surging on chip exports while traditional sectors like coal mining and petrochemicals struggle amid global shocks and property downturn

bloomberg · 2026-07-29 23:03

Nomura Analyst Says Near-Term BOJ Hike Still Up in Air Over Iran

Nomura analyst Michio Saito warns that geopolitical tensions in Iran could spike oil prices and disrupt energy supplies, casting uncertainty over the Bank of Japan's near-term interest rate hike plans

bloomberg · 2026-05-27 18:32