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Macroeconomics, risk and global trends reports
India’s emerging middle class and car fleet: charging ahead?
India's car fleet outlook is crucial as it underpins demand of oil, metals, petrochemical products and etc. Based on our proprietary models, emergi...
China economic focus April 2022: Covid lockdowns weigh on growth
China’s GDP is expected to slow further to 4.4% year-on-year in Q2 from 4.8% in Q1. Covid lockdowns across China in March and April have brought si...
China economic focus August 2021: how will emissions trading impact the economy?
China is stepping up the pace of issuing climate change mitigation policies to meet its 2060 carbon neutrality goal. These policies include the rec...
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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