China and India – shifting issues, shifting roles
China’s population has peaked and its industrial engines have struggled despite this year’s reopening. The longer-term outlook is beset by meaningful structural headwinds, an uncertain regulatory policy, geopolitical tensions with the US. Enter India, a vast and young workforce has the potential to benefit from the ongoing supply chain diversification away from China. We provide our takes on the near- and medium-term outlooks for both economies and discuss how the two economic giants could both co-exist and compete in this new economic world order.

Alexandra Hermann
Lead Economist, Asia Macro
+44 (0) 203 910 8042

Alexandra Hermann
Lead Economist, Asia Macro
London, United Kingdom
Alexandra is a Lead Economist on the Industry team where she is responsible for sectoral forecasts for the chemicals and pharmaceuticals industry and helps develop the team’s view on the global industrial outlook. She has also supported macroeconomic consulting projects such as developing scenario analyses for Accenture. Her role also involves contributing to bespoke industry consulting projects across a range of sectors such as chemicals, machinery, and energy.
Prior to joining Oxford Economics, Alexandra worked as an economic consultant for Cornerstone Research for over two years. At Cornerstone Research, she was involved in conducting qualitative research and quantitative analyses to support expert testimony in high-stakes litigation cases across a variety of sectors including energy, pharmaceuticals, and financial markets. Alexandra holds an MPhil in Economics from Oxford University and a BSc in Economics from the University of Mannheim. Alexandra is fluent in English and German.

Louise Loo
Lead Economist
+65 6850 0126

Louise Loo
Lead Economist
Singapore
Louise Loo joined Oxford Economics in 2022, with a focus on Greater China. Prior to OE, she was a senior economist at Morgan Stanley and Goldman Sachs. At Goldman Sachs, she was also an advisor to China MoF with regards to its sovereign credit rating. Louise is originally from Malaysia and has earned Economics and public policy degrees with Sheffield University and Columbia University.
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