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Macroeconomics, risk and global trends Insights reports
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 October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
China economic focus September 2023: three factors for recovery
We forecast China's GDP growth for 2023 and 2024 to be 5.2% and 4.8%, respectively. It requires a recovery in the property sector, industrial produ...
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...
Coronavirus impact briefing: week ending 22 May
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
Global economic outlook Q4 2021: growth stutters
After a stellar recovery this year, the global economy will slow in 2022. The consumption boom driven by pent-up savings and the reopening of econo...
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