Research Briefing
This Research Briefing details the third of our four scenarios for South Africa's general election on May 29. In this...
Emerging markets
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Research Briefing
We are cautiously optimistic on the Turkish lira and have recently moved the currency to an overweight in our Emerging...
Research Briefing
This briefing sets out the second of our four scenarios for South Africa's general election: the ANC wins only 40%...
Research Briefing
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this...
We expect Chinese export price deflation to provide a helpful tailwind in the struggle to bring EM inflation back to...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
We forecast Indian cities to outpace the rest of APAC in terms of GDP growth over the medium term (2024-28)....
Research Briefing
Over the next five years China and its major cities face the prospect of a significant downshift in economic growth....
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Brochure
Updated on a weekly basis, Oxford Economics' Proprietary Data Service is your gateway to a wealth of high-frequency indicators, sophisticated...
We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Oxford Economics set the stage for the year ahead, at our inaugural Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Consulting Report
Our latest report delves into the transport challenges limiting women’s economic participation in the Sri Lankan economy and explores the...
Consulting Report
Our latest report explores the transport challenges limiting women's economic participation in the Indian economy and the role that ride-hailing...
