Fresh from the Japan SEA Market Forum last November, we managed to have a quick chat with Robert Subbaraman, Managing Director and Global Head of Macro Research on Nomura, about the rest of the world's views on the Japan opportunity, especially in AI, their role in an increasingly multipolar world, and how the Japan "revival" ties to the Southeast Asia's growth story.

About Robert Subbaraman

Rob Subbaraman joined Nomura in October 2008 and is Chief Economist and Head of Global Markets Research for Asia ex-Japan. He manages a team of 20 economists and strategists, who forecast Asia's economies and make market trade recommendations. Beyond analyzing the economic cycle, the team prides itself on its collaborative, thematic research. Rob chairs the Asia ex-Japan research exec committee, and is on Nomura exec committees for Global Markets Research and Global Emerging Markets.

Prior to joining Nomura, Rob was at Lehman Brothers for 12 years and was Chief Economist, Asia ex-Japan. Rob is based in Singapore and has spent the last 18 years in Asia, including living in Hong Kong and Tokyo. He has a central banking background, having worked at the Reserve Bank of Australia in the Economic Analysis Department for seven years prior to joining Lehman Brothers.

Timestamps

(00:37) What Makes Japan Exciting Again;

(03:07) Japan's Role in the Global AI Supply Chain;

(05:25) TechnoNationalism and its Implications;

(07:42) A Macro View of the Southeast Asia Private Market Opportunity;

Directed by Paulo Joquiño

Produced by Paulo Joquiño

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The content of this podcast is for informational purposes only, should not be taken as legal, tax, or business advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any ⁠⁠⁠⁠⁠⁠Insignia Ventures⁠⁠⁠⁠⁠⁠ fund. Any and all opinions shared in this episode are solely personal thoughts and reflections of the guest and the host.

Robert Subbaraman, Nomura Global Head of Macro Research, on Japan's return to the investor spotlight

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