Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
Covid crisis
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Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The latest data point to a strong recovery underway in London in Q4 2021. But this pace of expansion will...
Research Briefing
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over...
Research Briefing
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social distancing...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable...
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
