Nomura (TYO:8604) is strengthening its foreign-exchange and emerging markets trading teams in Asia, anticipating that continued volatility will drive client demand, Reuters News reported on Friday, citing Nomura's head of global markets Rig Karkhanis.

Karkhanis said the company's macro businesses-which include interest rates and FX trading-tend to thrive in such conditions and will remain a key focus, the news wire said.

While expecting near-term volatility, Karkhanis predicts a favorable environment for stocks over the next two years, fueled by AI infrastructure investment that will boost productivity and growth, the publication said.

He also foresees a normalization of geopolitical risks and a retreat in oil price volatility, which should restore the market conditions seen earlier in the year, the report added.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)