野村：2026 年亚洲宏观经济展望-Asia Macro Outlook 2026

Asia Macro Outlook 2026 Global Markets Research 3 December 2025 Mind the gap Strong AI demand, a memory supercycle and spillovers from a weak China are driving a North-South divide. Don't paint all of Asia with the same brush. Research Analysts Asia Economics Sonal Varma - NSL sonal.varma@nomura.com Ting Lu - NIHK ting.lu@nomura.com Euben Paracuelles - NSL euben.paracuelles@nomura.com Jeong Woo Park - NSL jeongwoo.park@nomura.com Japan Economics Kyohei Morita - NSC kyohei.morita@nomura.com Global FX Strateg ...