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Macroeconomics, risk and global trends reports
Burn waste, not cash: how India's cement producers can meet their initial carbon market targets
India's cement sector still relies on fossil fuels for around 95% of its fuel mix, while Europe already has a thermal substitution rate (TSR) of ar...
China economic focus October 2026: why exports will slow in 2027
In the October China economic focus, we discuss why China's export boom is likely to slow in 2027. Exports rose 16.4% in the first nine months of 2...
COP31: five things to watch
In a world of volatile oil and gas prices, increasingly fragmented geopolitics and ongoing conflicts in the Middle East and Ukraine, it’s possible ...
China economic focus September 2026: a strategic pause in investment
In the September China economic focus, we discuss China's falling investment and the timeline for recovery. China's fixed-asset investment fell 7.2...
Global economic outlook Q3 2026: approaching a tipping point
Despite the US-Iran war and its associated energy shock, the global economy continues to hold firm. Global GDP growth is forecast at 2.5% in 2026, ...
China economic focus August 2026: the 15th Five-Year Plan for consumption
• China targets a 3.7% CAGR for retail sales of goods and catering to reach RMB60 trillion by 2030. This is a challenging target given the current ...
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