Research Briefing
This Research Briefing provides an overview of the most consequential elections being run in Africa this year: South Africa's general...
Emerging markets
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Research Briefing
The population of the world's 1,000 largest and most important global cities is forecast to increase by more than half...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
Cities dominate the global economy. Today, 19 cities have achieved urban economic powerhouse status, with annual GDP greater than $500...
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This week...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Our risk sentiment indicator is flashing red once again following the sharp end-of-year equity rally. In this week’s Beyond the...
Research Briefing
Our view is that the flurry of elections across Asia this year generally do not look like high-risk events for...
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Consulting Report
Our latest report delves into the transport challenges limiting women’s economic participation in the Sri Lankan economy and explores the...
Consulting Report
Our latest report explores the transport challenges limiting women's economic participation in the Indian economy and the role that ride-hailing...
Consulting Report
Oxford Economics partnered with Airbnb to assess the economic impact of Airbnb in Asia-Pacific. We found that Airbnb contributed US$...
Research Briefing
The Gulf Cooperation Council (GCC) region will expand less than we initially thought this year, but growth will improve in...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
A palpably cautious mood has settled over central banks, economists, and corporate leaders. In many countries, the rise in interest...
In our latest monthly forecast, we raised our aggregate 2023 GDP growth forecast for emerging markets (EMs) by 0.1ppt to 4.1%. We raised our 2023 GDP growth forecast for China...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
In this presentation deck, we grappled with some of the Africa’s most pressing issues for 2024 and beyond. We explored...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
