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Harnessing the sun and opportunities for base metals demand
As the energy transition gathers pace and governments around the world commit to decarbonising their economies, it is clear that solar energy has a...
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...
China economic focus January 2024: sectors to watch
China’s GDP is expected to grow by 4.6% in 2024. The real estate infrastructure and auto sectors are going to be pivotal to growth this year. The s...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus March 2023: time for changes
The new government in China needs to issue new policies to accelerate economic recovery. However, the lower-than-expected 5% GDP target signals tha...
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