Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
Economic Growth
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Displaying 1 to 20 of 232 results
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...
Research Briefing
The past few months have been especially challenging for China, but the problems that are apparently not new. Much of...
Research Briefing
Luxury cruise capacity is set to nearly double by 2028, with Luxury Segment capacity on track to expand 87% compared...
Our analysis shows that inflation, in most countries, will be lower than consensus expects. With EM disinflation clearly on track,...
Research Briefing
Australia’s maintenance market is estimated to have increased to $53.5bn in FY22, driven by road rehabilitation following flooding along the...
Consulting Report
In 2022, production of Season Two of “The White Lotus” resulted in total spending in Italy of over €32 million....
