Emerging markets
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Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Consulting Report
This report highlights the vulnerability of food production cost in ASEAN given the impending physical and transition risks of climate...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
This briefing sets out the second of our four scenarios for South Africa's general election: the ANC wins only 40%...
Research Briefing
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Consulting Report
Global trade can amplify economic development and poverty alleviation. Capable leaders are required to put in place enabling conditions for...
Consulting Report
The International Council of Chemical Associations (ICCA) commissioned Oxford Economics to undertake a research program to explore the socio-economic and...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
We forecast Indian cities to outpace the rest of APAC in terms of GDP growth over the medium term (2024-28)....
Research Briefing
Over the next five years China and its major cities face the prospect of a significant downshift in economic growth....
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
North African cities are forecast to experience some of the fastest rates of employment and population growth over the long...
Research Briefing
Middle Eastern cities are forecast to experience some of the fastest rates of employment and population growth over the long...
Research Briefing
Sub-Saharan cities will lead the way for GDP growth, but similarly strong demographic changes will limit gains in GDP per...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
