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Macroeconomics, risk and global trends reports
China economic focus November 2024: impact of the potential Trump tariffs
In the December China economic focus, we discuss how the potential Trump tariff will impact the Chinese economy. Assuming an additional 60% tariff ...
Global economic outlook Q4 2024: brace for protectionism
The global economy will enter 2025 in good shape. An upgrade to historic US GDP provides a favourable base effect for the forecast. Easing inflatio...
China’s new ‘cap and trade’ EV policy: putting sustainability before stimulation
China’s EV market continues to gain momentum, and all previous supportive policies have proved effective. But the market is still dominated by low-...
Commodity Analytics Briefing: Tougher control on pollution in Beijing and nearby regions
On 29 March 2016 (Wednesday), our China research team hosted a Commodity Analytics Briefing which includes below topics: Coal to gas/power switchin...
Trucks and high temperatures: what the rise of the US South means for commodity demand
The US South is growing fast. Over the next 20 years, its population will grow more than 28 million, almost as much as the rest of the US combined....
Emissions reporting: An introduction
Greenhouse gas emissions reporting has become an important part of company disclosure in recent decades. Much of this has been done through a varie...
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