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
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...
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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...
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If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
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Research Briefing
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Semiconductors are central to Europe’s digital and green transformation and therefore its future competitiveness. The Industry Outlook 2030+ The Semiconductor...
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With its Black Sea ports under blockade, Ukraine's grain silos are brimming with millions of tons of cereals, with no...
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Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
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From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of...