Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
Global trade
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Displaying 1 to 20 of 394 results
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...
You may be interested in Global Travel Service Detailed travel and tourism market trends and forecasts for 185 countries globally....
Research Briefing
Sub-Saharan Africa will be at the very epicentre of global urbanisation over the next two decades, with the world’s top...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Research Briefing
Businesses continue to downgrade their expectations for the global economy, based on our latest survey of risk perceptions. On average,...
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Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
