Consulting Report
Our latest report explores the transport challenges limiting women's economic participation in the Indian economy and the role that ride-hailing...
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Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Consulting Report
Demand for silver as an industrial metal is set to shine over the coming decade. It has been given an...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
China's economic growth has slowed over the past decade, and we believe it is now on a structural downtrend. In India, the long-term...
Research Briefing
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
South Africa's preparations for the 15th Brics Summit in August, which the country is hosting, have been overshadowed by the...
China, the US, and India will account for 51% of all construction work done by 2037—underpinning the future economic development...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Research Briefing
Employment growth is likely to slow across Asia Pacific cities in 2023, due to faltering effects of post Covid-19 recoveries...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Economists Arup Raha and Theng Theng Tan identify 5 themes that are likely to be important for Asia in 2023.
Research Briefing
We earlier argued that Asia’s manufacturing activity has been impacted more by demand than by supply-side pressures, due to strict Covid-related policies. Supply...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
We expect the Reserve Bank of India (RBI) will hike another 35bps-50bps at its meeting this month. We think the...
Research Briefing
We expect a limited increase in policy rates across Asia, and most central banks are unlikely to match the Fed’s...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
