China Economics Weekly Patching up relations with the West, help for developers There has been a palpable easing of strains between China and the West since the cordial meeting last week between Xi and Biden. But the root causes of distrust haven’t changed – if anything, recent... 25th November 2022 · 7 mins read
India Economics Weekly Why the Gujarat election matters for investors State elections in India matter for economic policy but next week’s vote in Gujarat arguably holds more significance than most others. It is the manufacturing powerhouse of the country and, linked to... 25th November 2022 · 5 mins read
Global Economics Focus The economic threat from cyberwarfare The Ukraine war has sent the risk of Russian cyberattacks on the West soaring up the agenda, with an attack on critical infrastructure potentially bringing whole economies to a halt. In most cases, a... 22nd November 2022 · 16 mins read
Asia Economics Update Malaysia: major challenges await new PM Malaysia heads to the polls on Saturday for a general election which, if the latest opinion polls are correct, will lead to a further period of unstable and fractured politics. This reduces the... 16th November 2022 · 5 mins read
India Economics Weekly Electronics exports are booming India’s exports of electronics remain small, but they have doubled in value over the past couple of years. This is further evidence of a shift into areas of manufacturing that have the potential to... 4th November 2022 · 5 mins read
Emerging Europe Economics Update Israel’s recovery entering a more challenging phase Israel’s economy has been one of the fastest growing globally since the pandemic but there are a number of headwinds that will weigh on activity over the coming quarters. We expect a period of below... 2nd November 2022 · 4 mins read
India Economics Update India’s position in a fracturing global economy Since independence, India has preferred to stay unaligned geopolitically. But in a fracturing global economy, the security and macroeconomic benefits of leaning towards the US – and away from China –... 24th October 2022 · 4 mins read
China Economics Weekly Kicking away the ladder The Party Congress has slowed the leadership’s response to the semiconductor export controls introduced by the Biden administration two weeks ago. But the Ministry of Industry and Information... 21st October 2022 · 9 mins read
China Economic Outlook Economy will continue to struggle We expect greater stimulus next year. But with the zero-COVID policy here to stay, an abrupt turnaround in property construction unlikely and exports set to fall, policymakers face an uphill battle... 21st October 2022 · 23 mins read
China Economics Update Xi wants a more self-sufficient and socialist China General Secretary Xi’s Report to the Party Congress signalled a further shift away from market-based reforms in favour of a state-led campaign to increase self-sufficiency and economic security... 17th October 2022 · 6 mins read
India Economics Weekly A bigger slice of Apple pie Apple’s decision to shift some of its manufacturing into India – and out of China – is an example of how the global economy is “fracturing” into US- and China-aligned blocs: the topic of our 2022... 14th October 2022 · 4 mins read
Middle East & North Africa Economics Focus Egypt to suffer short-term economic pain Spillovers from the war in Ukraine and tighter external financing conditions have exacerbated strains in Egypt’s balance of payments and we think the pound needs to fall a lot further. This will add... 13th October 2022 · 15 mins read
Climate Economics Focus Primer on our dedicated Climate Economics research The purpose of this Focus is to introduce our new dedicated Climate Economics research. It is split into three sections. This first looks at how our coverage will be structured and what topics we will... 10th October 2022 · 17 mins read
CE Spotlight The fracturing of the global economy The shocks caused by the pandemic, the war in Ukraine and US-China tensions will have a lasting impact on the world economy, reversing decades of global integration in some areas while strengthening... 6th October 2022 · 17 mins read
CE Spotlight Fracturing and financial flows The trend towards ever more “financial globalisation” has already decelerated and will probably slow further as the global economy fractures and policymakers favour resilience over efficiency. While a... 6th October 2022 · 25 mins read
CE Spotlight The macroeconomic effects of fracturing Fracturing of global economic and financial ties will lead to shifts in supply chains, and reduced technology and investment flows between US- and China-centred blocs over the coming decade... 6th October 2022 · 20 mins read
