Phú Mỹ Hưng và Nomura giới thiệu nhà mẫu shophouse đầu tiên tại dự án Hồng Hạc City (Bắc Ninh), phát triển theo kiến trúc Pháp kết hợp Á Đông. Dự án quy mô 197,76 ha, cung cấp hơn 2.800 sản phẩm, hướng tới dân số 27.700 người. Các ngân hàng VIB, Vietcombank, BIDV hợp tác tài chính.
China's AI sector is not experiencing the same economic boost as the US, facing significant challenges including restricted access to crucial chips, according to Nomura's chief China economist Lu Ting. He highlighted the US's well-developed capital markets and greater ease in raising funds for AI companies, contrasting it with China's difficulties in acquiring necessary technology due to international restrictions.
Nomura's Tsutomu Takemura highlights India's appeal as a long-term investment destination due to domestic demand, policy stability, and supply-chain relevance. Japanese investment in India reached $9 billion last year, with infrastructure, financial services, and real estate attracting significant interest.
Hazine ve Maliye Bakanı Şimşek, Nomura Investment Forum Asia 2026'da yaptığı sunumda Türkiye'nin dezenflasyon programına bağlılığını vurguladı. Şimşek, küresel şoklara rağmen programın hızının etkilenebileceğini ancak yönünün değişmeyeceğini belirtti. Ayrıca, vergi teşvikleri ve yeni bölgesel merkez rejimi gibi adımlarla doğrudan yabancı yatırımları çekmeyi hedeflediklerini açıkladı.
Hazine ve Maliye Bakanı Şimşek, Türkiye'nin şoklara açık coğrafyada programı hızla uygulayacağını, enflasyonun düşeceğini belirtti. Cari açık GSYH'nin %3'ü, bütçe açığı %2,9'a inecek. Yabancı yatırımı çekmek için vergi avantajları ve 'non-dom' rejimi geliyor.
Goldman Sachs maintained a neutral rating on Jubilant Foodworks, cutting its target price. Analysts cited near-term margin pressure from inflation and slower growth for Domino's India. Other firms rated BPCL, PI Industries, Grasim Industries, and Bharat Electronics with varied outlooks.
Morgan Stanley maintained overweight on Bajaj Finance (target Rs 1,120) with Q4FY26 adjusted PBT up 26% YoY; Jefferies set buy on Navin Fluorine (target Rs 8,385) citing 19% EBITDA and 30% PAT growth; HSBC upgraded IIFL Finance (target Rs 550) with 18% RoE; JP Morgan neutral on Federal Bank (target Rs 305) with 11% profit growth; Nomura buy on Waaree Engineering (target Rs 3,750) despite margin pressures.
Nomura forecasts 6.8% full-year GDP growth for India in FY27, with growth moderating to 6.3-6.7% in the first half due to supply disruptions before recovering to 7.1-7.2% in H2. The brokerage cites supportive factors including policy easing, easing trade tensions, and government measures like fuel tax cuts and MSME credit guarantees. Key risks include prolonged disruptions from the Iran conflict and persistently high oil prices.
The Japanese Securities Clearing Corporation will test using Japanese government bonds as digital collateral on the Canton network with Mizuho, Nomura and Digital Asset.
