Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Consulting Report
This study provides rigorous analysis to inform policymakers on the potential impact of an escalation in US-China tariffs. We examine...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Consulting Report
Tourism Economics is proud to partner with World Travel Market to produce this comprehensive overview of travel and tourism. Consumers...
Consulting Report
Demand for silver as an industrial metal is set to shine over the coming decade. It has been given an...
Research Briefing
Additive manufacturing (AM) technology, more commonly known as 3D printing, has grown at a CAGR of 20% between 2016 and...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
Research Briefing
We have downgraded our China construction forecasts over the medium to long term, with total construction work done forecast to...
Research Briefing
China's economic growth has slowed over the past decade, and we believe it is now on a structural downtrend. In India, the long-term...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Stricken sovereigns are suffering as China and the Western-dominated IMF Board engage in a titanic wrestling match over crisis-resolution architecture....