US | The changing face of manufacturing’s rebound in 2021
US manufacturing activity is currently above pre-coronavirus levels, marking
the fastest and strongest recovery in the past 60 years. A durable goods snapback in the latter half of 2020 powered the rebound, while nondurables
recovered more slowly. With manufacturing output now above its pre-recession level, we anticipate the recovery dynamics will flip this year, with growth in nondurables taking the lead.
What you will learn:
- Robust demand for automobiles and computers and electronics supported manufacturing’s rapid comeback in H2 2020.
- Looking ahead, nondurable goods will lead the manufacturing sector’s recovery in 2021. Chemicals, food and beverage, and petroleum and coal will be the main sources of growth.
- With more than half of states having recouped their pandemic-induced losses by the end of 2020, we expect all states to make up their losses by Q2 2021.
Capital catalysts – Funding development when budgets are tight in Africa
In this presentation deck, we grappled with some of the Africa’s most pressing issues for 2024 and beyond. We explored Africa’s alternative funding strategies during challenging times, examined the continent’s growth hotspot, and unpacked South Africa’s political economy in the lead up to the general elections in 2024.Find Out More
APAC Key themes 2024 – A year of living cautiously
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US. Moreover, governments have limited policy space to deal with these headwinds. Other negative influences, however, are set to ease further, including domestic inflation, external pressure on interest rates, and softening semiconductor prices. Overall, we expect a bumpy year as issues become more country-specific and policy responses and economic outcomes diverge.Find Out More