We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5%...
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Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Japan has been a country with a persistent current account surplus since the 1980s. By breaking down the current account...
Research Briefing
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation...
Research Briefing
FDI is in an important pillar of growth and diversification agendas across theMENA region and, in particular, in the GCC....
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
Previous work identified which goods exports would be most affected by sanctions from China by constructing a ‘vulnerability score’ for...
Research Briefing
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
South Korea’s economy continues to recover despite the surge in Covid cases due to the Delta variant, and should enter...
If you were to scan recent headlines, from submarine sales in the Pacific, to Chinese clampdowns on Evergrande and the...
COP26—the 2021 United Nations Climate Change Conference—will bring together countries with the aim of achieving net-zero carbon emissions by mid-century....
Research Briefing
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and...
Research Briefing
The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...