China's economy continues to modernise at remarkable speed, yet it faces significant structural challenges.
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Displaying 1 to 20 of 277 results
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
During the recently concluded three-day Dragon Boat Festival in China, domestic tourism spending reached CNY42.7bn ($5.9bn), with a total of...
Research Briefing
We expect the peak economic drag for China from the exogenous demand shock generated by higher tariffs to occur in...
Oxford Economics, a global leader in economic forecasting and data analytics, has announced the launch of its TradePrism platform on...
Research Briefing
Residential real estate commencements (floor area) are expected to pick up over 2025. However, activity will remain at structurally lower...
Tariffs are taxes imposed by a government on goods and services imported from other countries. Think of tariff like an...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Research Briefing
US President Donald Trump's announcement of an additional 10% tariff on imports from China was in line with our baseline expectation. But the immediacy of implementation, the blanket style of tariffs, and the inclusion...
Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
Research Briefing
President Trump initiated a global trade war by announcing across-the-board tariffs on Canada, Mexico and China. This development came sooner...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Research Briefing
Deflationary risks are the biggest concern for Chinese economy in 2025.
Research Briefing
January poses a triple threat to US imports
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
Research Briefing
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
