Global growth remains resilient amid rising H2 risks: Report

Nomura says global growth stayed resilient in the first half of 2026 despite energy shocks, inflation and higher yields, backed by AI and policy.
US and euro area demand remains supported for sourcing, but oil-price and Middle East risks may lift costs and hit sentiment.
Asia is uneven: AI demand favours Greater China, South Korea, Malaysia and Singapore; China has weak demand but strong exports.