Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Emerging markets
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Displaying 1 to 20 of 252 results
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
Based on the middle-income trap literature, we developed a long-term growth indicator that used 33 metrics to assess risks to...
One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
As term premia reprice higher, a modest increase in duration is warranted, however, we think the opportunities lie at the...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
China's economic growth has slowed over the past decade, and we believe it is now on a structural downtrend. In India, the long-term...
Stricken sovereigns are suffering as China and the Western-dominated IMF Board engage in a titanic wrestling match over crisis-resolution architecture....
We've recently revised up our forecasts for US and UK bond yields in the long term by 50 basis points;...
Research Briefing
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
A peak in policy rates is often a positive catalyst for equities, but there are three key reasons why we...
Research Briefing
The human cost of the earthquake that struck Morocco on September 8 has been terrible, but lower than it could...
Video
Fiscal rules should aim to ensure fiscal sustainability and inter-generational fairness while helping to promote longer term societal goals such...
The world economy performed better in the final months of 2022 and early 2023 than might have been expected, given...
South Africa's preparations for the 15th Brics Summit in August, which the country is hosting, have been overshadowed by the...
Research Briefing
Asia-Pacific's fast-growing emerging cities are driving the continued expansion of the region's middle-income class and the reshaping of its consumption...
Consulting Report
This report presents an assessment of international wine and spirits' contribution to the economies of Thailand and Vietnam.
Our analysis shows that inflation, in most countries, will be lower than consensus expects. With EM disinflation clearly on track,...
