Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
US-China relation
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Research Briefing
China is unlikely to achieve full chip self-sufficiency any time soon because of high technological hurdles in producing advanced manufacturing...
Tariffs spark uncertainty in the global industrial sector, raising recession risks. What’s next for businesses? Discover insights from Oxford Economics.
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
Adverse demographic trends imply that the only alternative for sustaining China's longer-term growth momentum would be to sharply accelerate productivity growth. The timely emergence of generative AI could partially close this gap.
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Consulting Report
This study provides rigorous analysis to inform policymakers on the potential impact of an escalation in US-China tariffs. We examine...
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
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
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
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
Research Briefing
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the...
Research Briefing
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far...
Sian Fenner, lead Asia economist at Oxford Economics, says she is maintaining her USDCNY forecast at 6.5 for the end...
Research Briefing
Vietnam’s transformation into a global manufacturing hub over the past decade helped it outperform most economies in 2020 and further...
An assessment of the value of the economic relationship between the US and China, including an analysis of the costs...
