Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
China
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Displaying 1 to 20 of 277 results
Research Briefing
Recent months have been tough for China and its major cities. While year-on-year growth rates picked up in Q2, they...
Research Briefing
China's weak economy and the mounting problems of the real estate sector have focused attention once again on the potential...
Research Briefing
We expect fiscal consolidation to generally continue in Asia, except in mainland China and Taiwan. In those economies, we anticipate looser fiscal policy this year and very slow normalisation...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
Global economic prospects remain relatively subdued. The peak impact of past policy tightening has yet to be fully felt in...
Research Briefing
China's weak economic activity amid a housing correction has led many investors to draw comparisons with Japan's balance sheet recession...
Research Briefing
The past few months have been especially challenging for China, but the problems that are apparently not new. Much of...
Consulting Report
Oxford Economics, in collaboration with IBM, interviewed government and military officials to understand how data can be used to create...
South Africa's preparations for the 15th Brics Summit in August, which the country is hosting, have been overshadowed by the...
Research Briefing
Asia-Pacific's fast-growing emerging cities are driving the continued expansion of the region's middle-income class and the reshaping of its consumption...
Research Briefing
We continue to forecast growth in global construction activity over 2023, albeit at a slower rate than we anticipated at...
Research Briefing
Using our Industry Climate Service, we explore the ways a net zero scenario can impact industrial sectors across countries with...
Research Briefing
We recently received many questions on China's growth trajectory given the recent twists and turns in onshore activity and policy...
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Research Briefing
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
China's major cities will be primary drivers of office-based employment growth over the next five years, with 15 of the largest cities...
One of China's longer term economic challenges has been its ability to transition successfully away from an investment-led growth model...
Research Briefing
In view of the surprise PBOC cut to the 7-day reverse repo rate, we now anticipate more rate cuts in...
Research Briefing
Spot crude oil prices continue to be held back by demand woes, despite recent moves to tighten the market by...
