Research Briefing
Related Reports Modelling physical climate risk: Assessing UK flood risk and economic impacts In this blog, we examine the economic...
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Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Our society and economy are deeply intertwined with nature, but human activity has pushed nature into crisis—one-third of the world’s...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
There has been a meaningful normalisation in Australia's trading relationship with China over the past 12 months. The removal of...
Office markets across China's major cities continue to deteriorate after consecutive years of rising vacancy rates and falling rents. Vacancy...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
We expect Chinese export price deflation to provide a helpful tailwind in the struggle to bring EM inflation back to...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
