Research Briefing
Our proprietary Asia Chip Export Index surged in March, by 80.7% y/y in value and by 28.3% y/y in volume....
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Research Briefing
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Electronics and high-tech manufacturing are highly exposed to the rising risk of a major hit to their profits from protectionist...
Research Briefing
Five manufacturing sectors have contributed significant job growth in many metros in recent years, at a time when employment in...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Oxford Economics forecasts US business spending on enterprise technology will fall -1% in the second half of 2023, after rising...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
Research Briefing
Attempts to salvage the JCPOA have intensified as discussions through European intermediaries kicked off in Vienna on 6 April. Negotiators...
Research Briefing
Vietnam’s transformation into a global manufacturing hub over the past decade helped it outperform most economies in 2020 and further...
