Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
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Displaying 1 to 20 of 65 results
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Research Briefing
Export volumes of Asian goods are tumbling at a pace not seen since the onset of the pandemic in 2020. The pandemic slump proved short-lived, but we think the current plunge in exports has further...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
Russia's decision to halt its participation in the UN-brokered Black Sea grain deal risks a renewal of global food price...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
