Research Briefing
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
Research Briefing
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in...
Research Briefing
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far...
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
In the race to become the leader in Artificial Intelligence (AI), China and the United States are way ahead of...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
The economic fallout from the pandemic has thrown economists a number of curve balls. The usual rules about recessions, with...
Research Briefing
Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price...
Research Briefing
China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets...
Few policy issues are attracting more attention than how to leverage the post-COVID recovery to accelerate the transition to a...
An assessment of the value of the economic relationship between the US and China, including an analysis of the costs...
Trade is already one of the hardest-hit US sectors in the coronavirus crisis and faces major risks depending on the...
You may be interested in China Cities and Regional Forecasts Quarterly updated and forecasts for 280 cities and all 31...
Louis Kuijs, chief Asia economist, discusses the implications in a podcast for the San Francisco Fed. With US-China talks to...
Chinese consumer market to overtake America’s by 2034. “Let China sleep, for when she wakes, she will shake the world.” The...
Companies’ spirits boosted by buoyant world trade and US fiscal stimulus measures as fears over North Korea tensions and China...
Consulting Report
The US-China Business Council commissioned Oxford Economics to assess the overall impact of the trade and economic relationship with China...