Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
Consulting Report
This report explores the global graphite market, rationales for trade action on Chinese graphite, and the history of Section 301...
We project Japan's services trade balance will remain in deficit over the coming years as a trend increase in the...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Consulting Report
marine industry makes a major contribution to the UK economy, supporting both economic activity and employment, and is also economically...
Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
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...