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Macroeconomics, risk and global trends Insights reports
H1 2016 GDP downgrade explained: India, Russia, Brazil, Indonesia, Mexico
Wood Mackenzie has cut its global GDP outlook to 2035. China, India and the US sit at the heart of this downgrade. India's GDP growth is forecast t...
How long can Middle East governments withstand low oil prices?
This Insight presents our estimates of ‘fiscal breakevens’ for the major oil producing economies of the Middle East – Iran, Iraq, Kuwait, Saudi Ara...
India's landmark reform: How the GST will impact the energy sector and GDP
After a 13-year-long journey, India's Goods and Services Tax (GST) bill was finally passed by the Indian Parliament in early August. This paves the...
Oversupplied and overheated: China's housing policy dilemma
China's housing market has been booming in 2016. At the end of September, China launched its 'Housing 930' policy, a package of regulations aimed a...
China’s economy: from quantity to quality
China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The...
China's commodity markets: 5 things to look for in 2017
With the Chinese New Year holiday behind us, we are looking ahead to what the year of the rooster could have in store for China's commodity markets...
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