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Research Briefing

Silver lining for China’s residential real estate sector

Blog

Tariffs 101: What are they and how do they work?

Executive Summary

Global Scenarios Service – Heightened Tensions

Innes McFee

In The Media

U.S. dollar strength to remain; Fed to hold interest rates until December

Research Briefing

China coastal tech exporters vulnerable to new Trump tariff

Research Briefing

Japanification risk – down, but not out

Research Briefing

US Tariff Monitor – Sooner rather than later

Research Briefing

Chinese policy is unlikely to shift due to announced tariffs

Research Briefing

Motor vehicles, energy and the other parts of industry in the line of fire from USMCA tariffs

Trade War

Research Briefing

The damaging first act of the global trade war

Research Briefing

Trump’s tariffs will likely exacerbate the slowbalisation globally

Research Briefing

China Key Themes 2025: A policy-driven, half-full glass economy

Research Briefing

January poses a triple threat to US imports

Research Briefing

China sectoral implications of Trump 2.0

Research Briefing

What if Trump goes harder, faster on tariffs?

Research Briefing

Adjusting our assumptions toward stronger US tariffs

Research Briefing

How China is reframing its Africa strategy

Research Briefing

Growth forecasts trimmed on review of Trump 2.0 impact

Research Briefing

China strategising for a second Trump term

Research Briefing

US forecasters’ mailbag – Post-election edition

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