Consulting Report
This report presents an assessment of international spirits’ contribution to the Hong Kong economy. It explores how rebalancing the tax...
Asia Pacific
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Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade,...
Research Briefing
Labour markets are forecast to cool across the world's major cities this year, marking the end of the Covid-19 catchup...
Research Briefing
Over the next five years, India is forecast to be the fastest growing major economy across Asia-Pacific. We expect India’s...
Research Briefing
Related Posts The rise of Southern India’s business service hubs Over the next five years, India is set to be...
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
Research Briefing
As expected, the BoJ maintained its policy rate at 0%-0.1% at Friday's meeting. With more confidence on the ongoing wage-driven...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
We forecast Indian cities to outpace the rest of APAC in terms of GDP growth over the medium term (2024-28)....
Research Briefing
The launch of ChatGPT in November 2022 made 2023 a leap forward for artificial intelligence (AI). The big battle for...
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...
Research Briefing
We believe aged care is emerging as a prominent sector in Asia with a robust growth outlook.
Consulting Report
In collaboration with Uber, our latest report: “Ride-Hailing: A Platform for Women’s Economic Opportunity in Bangladesh” explores the transport challenges...
Research Briefing
North African cities are forecast to experience some of the fastest rates of employment and population growth over the long...
