Research Briefing
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Displaying 1 to 20 of 276 results
Research Briefing
Related Services IC Markets Global: Could China’s real estate crisis crash the global economy? Nick Wilson, Associate Director of Real...
Research Briefing
We believe aged care is emerging as a prominent sector in Asia with a robust growth outlook.
Industrial production in China is forecast to post growth of 5% in 2024, for the second year in a row....
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Consulting Report
This report explores the global graphite market, rationales for trade action on Chinese graphite, and the history of Section 301...
Research Briefing
Chinese outbound travel is well on the path to recovery. Domestic travel recovered to pre-pandemic levels in 2023 and we...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
Research Briefing
The population of the world's 1,000 largest and most important global cities is forecast to increase by more than half...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Concerned about the lingering effects of inflation, rising interest rates, and the impact of geopolitical turmoil, many consumers are tapping...
Research Briefing
Chinese outbound travel finally restarted in 2023. This re-opening was keenly anticipated by global destinations, given the significance of China...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
