Research Briefing
China's systemic inclinations towards a low price environment, but weak prices have raised the spectre of deflation and led to rising market...
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Displaying 1 to 20 of 277 results
Research Briefing
Critical minerals are metal and non-metal compounds essential to modern technologies and whose supply chain is at risk of being...
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...
Research Briefing
Artificial Intelligence has the potential to fix the world's productivity problems, just as previous general purpose technologies such as steam...
China, the US, and India will account for 51% of all construction work done by 2037—underpinning the future economic development...
Research Briefing
We have said activity data would slow sequentially from Q1. Four months into the reopening, China's economic recovery can best...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
Research Briefing
On the back of China’s recent consumption outperformance, we now expect the economy to grow by at least 5.5% in 2023.
Research Briefing
Unlike past recovery cycles, the sharp expected rebound in China's private consumption may not result in surging imports. Our updated forecast now sees 8% plus consumption growth in 2023, much of it will be frontloaded, with the sequential quarterly pace winding down by...
There is a scramble for African critical minerals amid the ‘New Cold War’ brewing between the US and China.
Research Briefing
Cities with the most favourable demographics and with strength in the consumer- and office-based sectors are set to power China's...
Research Briefing
Employment growth is likely to slow across Asia Pacific cities in 2023, due to faltering effects of post Covid-19 recoveries...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...
Research Briefing
Tokyo is easily the largest Asia Pacific city by GDP, but the big four Chinese cities are catching up. We...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
