In a recent interview with CNBC, Chetan Seth, Asia-Pacific Equity Strategist, talks about how the ASEAN-4 countries should see a tactical bounce soon, particularly Indonesia. Watch the full interview here: ow.ly/pTEh50Tan18.

Our Nomura Report 2024 is now out. Check it out to learn how we are delivering value for our clients and stakeholders to achieve our Group Purpose: “We aspire to create a better world by harnessing the power of financial markets”. Download it here: ow.ly/jSn950TaiNq

We look forward to kicking off our China Investor Forum tomorrow in Shenzhen, where we will bring together corporates and investors for insightful discussions on the outlook for the year ahead. Stay tuned to our website for more details: nomuraforum.com/cif2024 #nomuraforum

"We are working to facilitate cross-border investment activities into Japan and our global businesses from our onshore presence in China," said Kenji Teshima, CEO of Nomura Asia Pacific Holdings, in his opening remarks at our 16th China Investor Forum in Shenzhen. #nomuraforum

China is on the right path to address its housing woes, as its policy focus has shifted towards ensuring the delivery of pre-sold homes, said Ting Lu, our chief China economist, at #nomuraforum. Developments in the property sector are still key for growth in H2, he said.

Asia ex-Japan's cyclical growth is supported by steady domestic demand and the ongoing export upcycle, led by the tech sector, said Sonal Varma, our chief economist for the region, at #nomuraforum. Singapore, Malaysia and India are likely to outperform, she said.

We're on the brink of a real Fed easing cycle, with the USD facing pressure to unwind as yield differentials narrow, said Hoe Lon Leng, our global head of flow FX, at #nomuraforum. He expects some volatility, with potential big moves by year-end, similar to last year.

While China's real estate market is undergoing an L-shaped recovery, the share of existing homes sales saw significant growth, with overall housing demand stabilizing, said Martin Ding, Chairman of CRIC China, at #nomuraforum.

China is in the process of Japanification, but unlike Japan, it will likely use FX and export channels to avoid deflation, said Naka Matsuzawa, our chief strategist at #nomuraforum. A major unknown is whether China can continue its strategy to keep its trade surplus, he said.

Penetration of gen AI applications could rise as fierce competition between large language model companies in China may help application companies adopt gen AI with lower entry barriers, said Bing Duan, our China telecoms and technology research analyst, at #nomuraforum.

Thank you to everyone who joined us today at our China Investor Forum. It was an honor to welcome you all to our keynote addresses, panel discussions and investor meetings. We look forward to seeing you again next year! #nomuraforum

We’re proud to present the winners of our Nomura Nature Photo Contest 2024! To mark World Environment Day, our people captured a diverse array of scenery from across the globe. Congratulations to the winners! Click below for the top photos: ow.ly/5sRe50Th0IK

In our latest #WeekAhead #podcast our Economists from across the globe review the key market drivers over the coming week. The focus is on #rate cuts in Canada and Europe, with Payrolls key for the #Fed. Listen here: ow.ly/1ipV50ThfYe #USelections #ECB #policy #inflation

To kick off Nomura Sustainability Week 2024, today members of our senior management updated investors on our sustainability-related businesses and results of some of our latest research. Check out the presentations here: ow.ly/kgPJ50TiwxP

We are proud to support The Indonesia Pro-Am #golf tournament at Gunung Geulis Country Club in Bogor. Here's wishing all participants three days of fun, sun and a lot of good shots. ow.ly/1ONS50TkVKE

In the China+1 strategy, economies are diversifying their supply chains to mitigate concentration risk. At the same time, China has itself been expanding its manufacturing capabilities overseas. Our economists share more at #nomuraforum: ow.ly/ekkQ50TmANz

In our latest #WeekAhead #podcast our Economists from across the globe review the key market drivers over the coming week. A 25bp #rate cut from the #FOMC appears assured, but updated forecasts and communication could be key. Listen here: ow.ly/oXXB50TmMsJ

Congratulations to Tanapat Pichaikool for winning The Indonesia Pro-Am #golf tournament last week. Ravi Raju, our Head of International #Wealth Management, and other senior members of the team were in Bogor last week to support the event. ow.ly/oR8950TnPpw

We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation. Read the report: ow.ly/ineE50To5nH #recession #Germany #euroarea #ECB #inflation

Our 2024 annual Summer Kids Event was a smashing success! Over 2,600 participants comprising elementary school children and parents joined sessions at 49 venues across Japan for a fun-filled day of learning about finance. Nomura continues to support financial education worldwide.