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Nomura

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2026-02-01
Bloomberg 3 related

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS

Amid broad euphoria in credit markets, one type of debt is facing growing fear.  —  Software companies, larded up with debt …

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2024-03-25
Financial Times

AliExpress and Temu were the fastest-growing ecommerce apps in South Korea in 2023; Nomura: Chinese websites account for only ~2% of South Korean ecommerce GMV

Financial Times : X: @ft X: @ft : Budget-conscious South Koreans are turning to AliExpress and Temu as Chinese online marketplaces expand abroad amid weaker domestic consumption https://www.ft.com/.....

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