Nomura The Week Ahead: On-site Interpretation of Asia Rewired Report at NIFA 2026

During Nomura's Investment Forum Asia (NIFA) held in Singapore, Nomura interpreted the newly released anchor report Asia Rewired. The report focuses on the economic impact and investment opportunities of geopolitical transformation, China shocks, and the AI revolution on Asia, pointing out that the AI revolution and reshaping of trade patterns are reconstructing Asia's economic landscape. The report believes that China, Malaysia, South Korea, Australia, and Singapore are expected to be major beneficiaries, while low-income economies face certain challenges.