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...
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...
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
The passing of the previously delayed Housing Australia Future Fund (HAFF) means that all the Albanese government's announced housing policies...
Research Briefing
Reforms to the UK's fiscal framework would help put the public finances on a more sustainable path and provide a...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Oxford Economics is excited to announce the launch of our City Climate Scenario service, designed to help businesses and governments...
Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.
Research Briefing
The IMF's calendar-year forecast for global GDP growth in 2023 to slow only marginally amounts to an assessment that the...
Research Briefing
The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run...
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious....
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
We expect GDP growth across many of China’s major cities to improve in 2023 following the largely weak performances in 2022. But the near-term outlook remains tentative.
Research Briefing
We forecast GDP will increase in 32 of the 50 largest metros in 2023. Tech metros and those with significant...
Research Briefing
Despite sluggish demand growth prospects, advanced economies (AEs) automotives production growth is forecast to accelerate in 2023 as easing supply...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...