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...
China slowdown
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Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
Growth across advanced Asia Pacific cities is slowing down in 2022's second half, and their full-year growth rates will trend...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Companies’ spirits boosted by buoyant world trade and US fiscal stimulus measures as fears over North Korea tensions and China...
