Research Briefing
Sky-high gas prices and aggressive monetary policy tightening have pushed the global economy to the brink of a late 2022/early...
China
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Displaying 1 to 20 of 277 results
Research Briefing
In early August, Russia's Gazprom refused to accept a Siemens' turbine used in Nord Stream 1, citing technical issues. Gazprom...
Research Briefing
We have cut our China growth forecast to 3.2% in 2022, from 4% previously, reflecting dismal Q2 growth and the...
Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Consulting Report
This report for the Rail Security Alliance explores the role of Chinese state-owned enterprise (SOE) CRRC in the global railroad...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
Monthly data from Russia's trading partners indicate a rapid reorientation of Russian exports towards Asian markets. In particular, the data...
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
he next five years represent a turning point for employment levels in China. Due to ageing demographics the country's working...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Recent experience suggest China’s renminbi (CNY) tends to serve as a safe haven during periods of heightened market volatility.
The short-term outlook for China and its cities has weakened slightly this quarter. New headwinds from the property sector slowdown...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
