Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Vaccine rollout
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Research Briefing
The Gulf Cooperation Council (GCC) will be one of only two major regions globally (the other being ASEAN) to grow...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether...
“Since December 2020, the EU has exported 700 million vaccine doses to 130 countries worldwide,” European Union (EU) Commission President...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
The flash release estimates that GDP expanded 2.2% in Q2, slightly better than our 2.1% estimate, pushing the Danish economy...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
Research Briefing
A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case...
Research Briefing
The next stage of the US travel recovery has commenced. After a challenging fall and winter, signals are turning positive....
Research Briefing
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the...
