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Macroeconomics, risk and global trends reports
China economic focus November 2022: removing the two obstacles to growth
Covid restrictions and a recession in the property sector are the two biggest obstacles to China achieving GDP growth above 5% next year. However, ...
China economic focus October 2022: a bumpy road ahead for the economy
The recovery of the Chinese economy will be slower than expected for the remainder of 2022 and the first half of 2023. Domestic demand is depressed...
China economic focus September 2021: default risk rocks property market
China’s property market is experiencing default risks, originating from a financial crisis at leading property developer China Evergrande. The situ...
Global economic outlook Q1 2023: turning point approaching
The outlook for the global economy is improving. We don’t anticipate a synchronised global recession this year. But we do expect the economic slowd...
Global economic outlook Q2 2018: how far will growth fall?
The global economy entered 2018 on a high, but momentum has since waned. We expect the wobbles in early 2018 to be short lived. A full-blown trade ...
Global economic outlook Q2 2021: recovery takes off
The global economic recovery is set to take off with growth of 5% this year after the pandemic-induced 3.8% contraction in 2020. Consequently, glob...
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