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...
Economic Growth
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Displaying 1 to 20 of 236 results
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
We do not expect that a future Labour government would have much more impact on regional imbalances in the UK...
Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
Based on the middle-income trap literature, we developed a long-term growth indicator that used 33 metrics to assess risks to...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
We have downgraded our China construction forecasts over the medium to long term, with total construction work done forecast to...
Research Briefing
London's dominance of the UK's high value service sectors—information & communications and professional, technical, & scientific activities—is clear. But although...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
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
Thailand economy will likely see a rebound over the remainder of the year, but over the medium term we think...
Research Briefing
Some observers are predicting a very big uplift to global productivity and economic growth from developments in artificial intelligence. But...
Research Briefing
Despite the importance of returns on private wealth for long-term investors – be they households, asset managers, or pension funds...
A peak in policy rates is often a positive catalyst for equities, but there are three key reasons why we...
Video
Fiscal rules should aim to ensure fiscal sustainability and inter-generational fairness while helping to promote longer term societal goals such...
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
Many major economies have committed to becoming Net Zero by 2050, but few appear to have a coherent plan to...
Consulting Report
This report sponsored by Energy UK uses Oxford Economics’ City Climate Service to examine the regional impacts of the transition...
