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
Asia’s tug of war as China grows and the US slows

with Arup Raha | Online | June 7, 2023

While the pandemic is effectively over, its aftershocks remain for Asian economies. Balance sheets of households, firms and government will need rebuilding and bottlenecks will need to be eased. Plus, policy space is limited and the extent of the structural dislocations are not fully known. Unlike in the aftermath of the Asian Financial Crisis or the Global Financial Crisis, Asia’s growth recovery is likely to be more difficult. Plus, a spotlight on China. There is a post-Covid growth bounce but is it sustainable? We look at tussle between the cyclical pick up and the structural drag on the economy. What does the medium-term future look like?

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Webinar
Implications of heightened costs and global recession on Asia construction

with April Skinner and Nicholas Fearnley | Online | May 24, 2023

2023 is expected to remain challenging for global construction, buffeted by still heightened construction costs and cooling global demand. Despite the near-term challenges, the outlook is strong, with Emerging Asia forecast to buck the trend. Please join us to discuss the outlook for construction activity in Asia, including the key issues and risks facing the sector.

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Webinar
Greater China: Exploring the plausible ‘What Ifs’ to our 2023 outlook

with Louise Loo and Lloyd Chan | Online | May 9, 2023

Market forecasts around China’s growth this year vary considerably, reflecting differences in assumptions around policy risk, the outlook for the property sector, and the size and longevity of the reopening consumption boost. We provide our own take on China’s growth, inflation, and currency in 2023, discuss and size various risks to our own forecasts. We will also be presenting our outlook on Hong Kong, following the Q1 GDP data.

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Webinar
Commodities demand: China to the rescue?

with Toby Whittington, Diego Cacciapuoti, Kiran Ahmed and Stephen Hare | Online | March 23, 2023

China’s abrupt reopening caused commodity prices to jump earlier this year but questions remain about the strength of its recovery. We examine the extent to which China will support commodity demand this year whilst also discussing the supply-side outlook in commodity markets and implications for prices.

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Webinar
China: After the Two Sessions

with Louise Loo and Lloyd Chan | Online | March 10, 2023

The annual “Two Sessions” in China this year will see a change in personnel at the top levels, potential changes to party restructuring and major financial regulators, as well as the unveiling of key economic targets for 2023, amid the fierce confluence of domestic and external headwinds. Longer-term structural challenges, including China’s growth model transition and ageing demographics, will also dominate policy discussions. This webinar will focus on the implications of these policy announcements on our China macro outlook, and discuss the risks to our forecasts.

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Webinar
Japan Key themes 2023: BoJ finally out of woods?

with Shigeto Nagai | Online | December 13, 2022

Will global inflation finally end the long-term deflationary trend in Japan? Would this enable the Bank of Japan (BoJ) to start adjusting its Yield Curve Control policy in 2023? In this webinar we will answer these questions by examining four interrelated themes. Are firms regaining pricing power? Is a price-wage spiral about to start? What is the yen forecast in 2023? Will the new BoJ governor make a difference?

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Webinar
The Unbearable Uncertainty of Chinese Outbound Travel

with Dave Goodger and Michael Shoory | Online | December 1, 2022

With China having been largely closed for almost three years, due to travel restrictions as part of the Government's 'zero-covid' policy, global tourism destinations eagerly await the resumption of visits from China. Having been the largest global source market for tourism spending before the pandemic, the resumption of Chinese outbound travel is crucial for the industry's recovery. This webinar will discuss current expectations and uncertainty around the timing for Chinese outbound travel recovering, and what it means for recovery of tourism for many destinations.

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Webinar
Will Asia construction remain the victor amid escalating construction costs and the growing risk of global recession?

with April Skinner and Nicholas Fearnley | Online | November 30, 2022

While Asia has seen a surge in construction activity following the gradual fading in Covid restrictions across the region, there still remains a significant backlog of projects yet to be completed. Supply chain issues and consequent escalating construction costs has not only pushed out construction timelines but has seen the destruction of construction demand. The sector is at risk of further headwinds, with the cooling in external demand and increased risk of global recession. In this webinar we will discuss the outlook for construction activity in Asia including the risks and implications of increasing construction costs and global recession.

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Webinar
Asian Economic Outlook for 2023

with Arup Raha and Gabriel Sterne | Online | November 16, 2022

Asian economies are no strangers to economic shocks but this time is different. In particular, China’s growth has faltered, the Fed is raising rates, and energy prices are high. This combination is unprecedented. Moreover, there is limited counter-cyclical policy space. Arup Raha will present the Asia team’s outlook on the upcoming year – the likely outcomes and main risks.

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Webinar
Navigating the challenging outlook for Asian real estate markets

with Nick Wilson and Innes McFee | Online | September 28, 2022

Intensifying headwinds from more aggressive monetary tightening is impacting the outlook for Asian real estate markets. Additional challenges regarding soaring construction costs, upward pressure on cap rates, and prolonged covid restrictions are adding an additional layer of complexity to the region. Join us as we take a look at various aspects of the investment landscape to identify the forthcoming threats and opportunities.

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Webinar
Asian monetary policy and FX outlook amid aggressive Fed tightening

Online | August 18, 2022

There are several large shocks currently affecting Asian economies: a hawkish Fed; sluggish Chinese growth; and high energy prices. To this add a US dollar that is stronger than it has been in about 20 years. How are Asian economies likely to navigate these turbulent times? Our economists will focus on the likely direction of monetary policy in Asian and the consequent path of key financial variables in the region.

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Webinar
2021 Australian Census Insights: Lockdowns, Migration, and Household Formation

with Timothy Hibbert and Maree Kilroy | Online | June 30, 2022

The first tranche of data from the Australian 2021 Census is due for release on the 28th of June. Representing the most comprehensive snapshot of the country, the census provides key insights to the economic, social and cultural make-up of Australia. In this webinar we will discuss the topical housing, population, and employment data points, including what they mean for our forecast outlook.

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Webinar
The Impact of Climate Change on Food Prices: Evidence from Southeast Asia

with Tom Rogers and James Lambert | Online | June 23, 2022

Tom Rogers (Head of Macro Consulting, Asia) will discuss our recent work with Food Industry Asia, looking at the impact of climate change on food prices. Tom will look at how Southeast Asia’s climate has changed – and will continue to do so, the econometric evidence about the impact to prices from historic and future warming, the potential cost to food prices from a successful net-zero transition, and what governments can do to protect consumers.

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Webinar
Will Asia construction survive rising construction costs?

with April Skinner, Dr Nicholas Fearnley and Luka Raznatovic | Online | June 7, 2022

The construction sector has seen a surge in activity following the gradual fading in Covid restrictions across different countries. However, the Russia-Ukraine conflict and continued lockdowns in China have further exacerbated supply chain constraints and increasing construction costs. In this webinar we will discuss the outlook for construction activity in Asia including the risks and implications of increasing construction costs.

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Webinar
Will the strong run of Australian maintenance activity continue?

with Dr Nicholas Fearnley and Luka Raznatovic | Online | May 16, 2022

Australia’s maintenance market has grown strongly as COVID stimulus coincided with a ramp up in the maintenance needs of the mining sector. While governments are expected to continue to support the industry, growth in activity is set to subside over the next few years. In this webinar, Dr Nicholas Fearnley and Luka Raznatovic will be discussing the outlook for maintenance activity. They will highlight which sectors have the most promising outlook, and discuss the key risks and opportunities facing the maintenance market.

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Webinar
Asia: What do rising inflation pressures mean for growth

with Priyanka Kishore and Tommy Wu | Online | May 6, 2022

Asia’s inflation troubles have increased with rising import prices adding on to upside pressures from domestic sources. We forecast consumer inflation to keep rising into Q3 but remain within manageable levels. Risks to our inflation view are to the upside.

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Webinar
Build-to-rent in Australia: lift-off for a developing investment class

with Michael Dyer and Timothy Hibbert | Online | April 14, 2022

An immature asset class to date, the Australian residential build-to-rent (BTR) sector is currently undergoing a period of rapid growth. A pipeline of around 10,000 units is expected to commence over 2022 and 2023, with most mooted developments located in Victoria. Modest performance and heightened cash flow risks in other property asset classes, alongside supportive state government legislative shifts and a tightening rental market are providing significant tailwinds.

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Webinar
When will Chinese outbound travel return to prominence – and who will benefit?

with Dave Goodger and Michael Shoory | Online | March 16, 2022

Chinese borders remain closed to the majority of inbound and outbound travellers, despite many other borders across the world having re-opened. The restrictions on Chinese outbound travel, in particular, is of importance to the Travel & Tourism sector due to the prominence of China as a source market. Prior to the pandemic, China had grown to become the largest source market for international travel spending and was a major source market for destinations around the globe, especially those elsewhere in Asia-Pacific. This webinar will look at how China’s tighter restrictions may limit the travel recovery for many destinations, when we can expect China to return to its pre-pandemic prominence as a source market, and who will benefit the most once Chinese travellers return. We will also illustrate what would be required for destination recovery from other source markets while Chinese travellers remain absent.

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Webinar
Rising in the East: how global industry is shifting towards Asia Pacific?

with Andy Logan, Jeremy Leonard and Emily Gladstone | Online | March 9, 2022

Global industrial production is forecast to shift towards Asia Pacific over the next couple of decades. But the speed of that transformation is predicted to vary across industrial sectors. The webinar will examine the drivers behind this trend and investigate the extent to which this is due to production shrinking in Europe and North America, or just faster growth in the Asia Pacific region.

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