Research Briefing
We think the impact of the stimulus announced by China on the prices of commodities exported by Africa will be...
China
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Displaying 1 to 20 of 277 results
Research Briefing
We have revised down our global economic forecasts slightly from our snap post-election assessment. The broad picture is little changed,...
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade,...
Research Briefing
China's economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Fears of a substantial escalation in the Middle East last week prompted the largest swing in the oil price in...
Discover the latest insights into the global electrical engineering & apparatus outlook with our new chartbook.
We have developed a globally consistent framework showing cross-country GDP vulnerabilities to an escalation in China-Taiwan tensions, factoring in three...
Europe’s industrial recession continues to take its toll: the EU's industrial output expected to shrink by 0.7% in 2024, a...
Research Briefing
Adverse demographic trends imply that the only alternative for sustaining China's longer-term growth momentum would be to sharply accelerate productivity growth. The timely emergence of generative AI could partially close this gap.
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
Major cities in the emerging global south are becoming more specialised in office-using sectors, which currently account for more than...
Research Briefing
Our tool suggests India is a strong contender. Holding India back is its low productivity per worker and poor education...
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
