Events and Webinars

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
Global AI demand the biggest tailwind to Asian exports

with Betty Wang and Sheana Yue | Online | September 9, 2024

The current artificial intelligence (AI) boom might become the biggest tailwind to Asian exports in 2025. 75% of semiconductor production capacity and supplies of key materials are concentrated in Asia, placing the region at the centre of the AI frenzy. The continued strength of AI-related exports is likely to offset the lack of strong tailwinds elsewhere.

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Webinar
Nearshoring – China’s loss is not (yet) Mexico’s gain

with Gabriel Sterne and Joan Domene | Online | July 20, 2023

Media frenzy over nearshoring in Mexico has failed to provide an accurate picture. Mexico is the best-positioned emerging market to gain from global trade dislocation but that does not mean it has seen the greatest benefits up to date. Asian economies and Canada have grown their share of US imports faster than Mexico since the US-China trade decoupling started five years ago. In this webinar, we dissect the visible effects of nearshoring in Mexico’s exports and manufacturing sectors and the implications for the short-term economic outlook.

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Webinar
Russia’s response to the oil price cap

with Tatiana Orlova and Gabriel Sterne | Online | January 13, 2023

Russia’s initial response to the EU embargo and the EU-G7 oil price cap suggests that it seeks to avoid further damage to its oil output and exports in the current circumstances. Global oil prices have barely responded to early signs of a collapse in Russian crude exports. Perhaps the worrying supply signals have been offset by weakening global demand.

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