Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
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We expect Chinese export price deflation to provide a helpful tailwind in the struggle to bring EM inflation back to...
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
InfographicResearch Briefing
Continued economic growth will help stabilise commercial real estate yields and values before pricing slowly begins to recover next year....
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
Industrial production in China is forecast to post growth of 5% in 2024, for the second year in a row....
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Trade protectionism between the US and China has been intensifying over recent years, and this is increasingly raising concerns of...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
Additive manufacturing (AM) technology, more commonly known as 3D printing, has grown at a CAGR of 20% between 2016 and...
Consulting Report
Oxford Economics have found that restoring the UK's position as a global leader in logistics could boost UK GDP by...
Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
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
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
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 easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
