On Friday, large parts of Japan were devastated by the world’s 5th most powerful earthquake and the tsunami which it triggered. Our first thoughts are with the people of Japan following this tragedy. As a global firm, with a duty to global clients, Nomura’s analysts, strategists and economists have attempted to gauge the potential economic and financial impact of this catastrophe. Please find below a list of notes published over the weekend which look at how the earthquake may impact different asset classes.
Takahide Kiuchi on the impact to Japan's economy |
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Yunosuke Ikeda on the outlook for the yen |
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Seiichiro Iwasawa on the outlook for the Nikkei |
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An omnibus sector-by-sector report on Japanese stocks |
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Takahide Kiuchi on impact from the rolling power cuts |