Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
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Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Consulting Report
This study provides rigorous analysis to inform policymakers on the potential impact of an escalation in US-China tariffs. We examine...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
Global economic prospects remain relatively subdued. The peak impact of past policy tightening has yet to be fully felt in...
Consulting Report
Oxford Economics have found that restoring the UK's position as a global leader in logistics could boost UK GDP by...
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
Businesses are increasingly hoping for early policy rate cuts to counter the potential fallout from banking system strains. Compared with...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
Research Briefing
While decoupling in specific industries is a concern for global trade, deglobalisation at a larger scale presents a small but...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
There is a scramble for African critical minerals amid the ‘New Cold War’ brewing between the US and China.
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Research Briefing
Export volumes of Asian goods are tumbling at a pace not seen since the onset of the pandemic in 2020. The pandemic slump proved short-lived, but we think the current plunge in exports has further...
