Asia and Mexico see stronger electronics export growth from US AI data centre investment, with spillovers concentrated in key tech manufacturing hubs including Taiwan, South Korea, Vietnam and Mexico.
Keith Mason
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are most at risk?
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but how far could this push up global prices?
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits wage pressure and suggests only a muted pass-through to core inflation, with inflation likely to be temporary.
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could support a modest growth rebound, the transition carries significant risks around policy execution, fiscal constraints, and market reactions. With outcomes still uncertain, both political and financial volatility remain in play—what will the next government really face?
Latin America’s cities are entering a new phase of growth, shaped by rising incomes, demographics, and shifting policy—which cities will lead?
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects a final rate hike to 1% in mid-2026, the bank could move earlier if the yen weakens further.
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left to run. While the property market downturn has been universal, the scale and depth has been varied for different cities and regions.
This report explores the economic and societal impact of the beauty and personal care industry and its value chain in the EU27.
Research Briefing Trade war scenario threatens US travel sector International travel to the US is expected to decline.
We’ve lowered our 2025 GDP growth forecast for Australia by 0.1ppt to 1.9% due to a weaker outlook for near-term population growth.
As campaigning in the US election comes to a close, we look at the potential implications of victory by each candidate on the Middle East, focusing on foreign affairs, economics and security risk.
Video Global Implications of the US Election on Asia Pacific Description: As campaigning in the US election comes to a close, we look at the potential implications of victory by each candidate on the Asia Pacific, focusing on foreign affairs, economics and security risk. Experts from Control Risks and Oxford Economics will explore the outlook and … Read more
As campaigning in the US election comes to a close, we look at the potential implications of victory by each candidate on the Europe, focusing on foreign affairs, economics and security risk.
