Research Briefing
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
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Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
The US has taken its most aggressive step yet against Russia’s oil sector, sanctioning the financial arms of Rosneft and...
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
Research Briefing
We exploring the European Union's bold initiative to tackle deforestation through the European Union Deforestation Regulation (EUDR).
Research Briefing
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly,...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
The small, open economies of Central and Eastern Europe (CEE) are struggling against three external headwinds simultaneously: stuttering German industry,...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
Blanket 25% tariffs on Canada threatened by US President-elect Donald Trump earlier this week would push Canada into a recession...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Research Briefing
Asia has been at the forefront of the recent global AI frenzy. That partly reflects the region's importance in global...
Research Briefing
We still anticipate a shallow economic downturn in Q2 and Q3 before a tepid recovery emerges later this year. Accordingly,...
We expect Chinese export price deflation to provide a helpful tailwind in the struggle to bring EM inflation back to...
Households have been grappling with sharply higher food bills over the past couple of years because of rocketing agricultural commodity...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
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
Canada's economy has now likely fallen into the recession that we have long been expecting. Key imbalances – highly indebted...
Research Briefing
We believe Indonesia's strategy to move up the electric vehicle supply chain by restricting its mineral exports and inviting more investment should pay dividends for growth.
