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Macroeconomics, risk and global trends reports
Global exchange rate outlook Q3 2023
Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
China economic focus June 2024: challenges to car exports
China’s electric vehicle exports face rising trade barriers worldwide. The EU, US, Brazil and Turkey all added tariffs on EVs from China in 2023 an...
COP28: methane-related expectations
Methane, second only to CO2 in its impact on climate change, is set to be front and centre in discussions on emissions reduction at COP28. In this ...
China economic focus August 2023: policy flop fails property market
China's property market has been in recession since late 2021 but supportive measures so far have failed to revive it. Home buyers lack confidence ...
China economic focus January 2022: what to look for this year
The Chinese economy is facing more challenges in 2022 from both internal and external markets. We’ve identified four areas to watch from the macroe...
China economic focus January 2023: reopening and recovery
We expect China’s GDP to grow by 5.5% in 2023, supported by an earlier-than-expected reopening. Consumption will be the first to rebound, followed ...
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