Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
The UAE has set a balanced federal budget of AED92.4bn for 2026, a 29% jump in both revenue and spending,...
Research Briefing
Research Briefing India’s GST reform benefits durables, but far from a game changer
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
We forecast that Tokyo Prefecture will remain Asia Pacific's largest city in GDP terms until 2034, before being overtaken by...
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 latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
Qatar’s hosting of the Middle East's first ever World Cup is seen benefitting the wider GCC economy, and given the...