# Nomura

Type: Company (NMR)

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/nomura
Canonical HTML page: https://getsupplybrief.com/entity/nomura

## Timeline

- **2026-07**: Anticipated Bank of Korea rate hike — Nomura expects the central bank to raise rates to address currency and financial stability risks.
- **2026-06-13**: Nomura Korea briefing — Park Jeong-woo presents analysis that chip boom spillover is limited and a BoK rate hike in July is increasingly likely.
- **2026-05**: Bank of Korea shifts tone — The BoK reportedly de-emphasizes the K-shaped recovery narrative and highlights expected trickle-down effects from the semiconductor upcycle.
- **2026-03-21**: Nomura Economic Warning — Sonal Varma highlights the need for 'more than enough buffers' due to West Asian volatility.
- **2026-03-21**: Modi-Pezeshkian Call — PM Modi flags attacks on shipping lanes and energy infra to the Iranian President.
- **2026-03-21**: Market Assessment — Strait of Hormuz identified as the epicenter of Asian energy supply chain risk.

## Recent coverage (2 stories)

### Chip Boom Fails to Lift Korea's Broader Supply Chain as Volume Growth Lags
2026-06-15 02:55:52 · Sentiment: Neutral · Impact: 5/10 · Sources: 5

Nomura's analysis reveals the AI semiconductor boom hasn't translated into broad-based demand growth across South Korea's supply chains, with shipment volumes stagnant and construction weak. Procurement and logistics firms face a K-shaped recovery where only luxury and capital expenditure are buoyant.
Full story: https://getsupplybrief.com/story/korea-chip-boom-supply-chain-spillover

### Strait of Hormuz Crisis: India Braces for Energy Supply Chain Disruptions
2026-03-22 00:35:00 · Sentiment: Bearish · Impact: 7/10 · Sources: 2

India is facing significant inflationary pressure and supply chain volatility as the West Asian conflict threatens the Strait of Hormuz, a critical artery for 20% of global oil demand. Prime Minister Narendra Modi has engaged with Iranian leadership to secure shipping lanes, while analysts warn that physical supply shortages may necessitate a shift toward greater strategic buffers.
Full story: https://getsupplybrief.com/story/strait-of-hormuz-india-energy-disruption-nomura

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