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Macroeconomics, risk and global trends reports
Oversupplied and overheated: China's housing policy dilemma
China's housing market has been booming in 2016. At the end of September, China launched its 'Housing 930' policy, a package of regulations aimed a...
Will the Indian economy be the next global growth engine？
As the fastest-growing economy in the world over our forecast period, India will achieve a compound annual growth rate of 5.3% of GDP between 2022 ...
China economic focus May 2022: a downside scenario
Under the ‘dynamic clearing’ policy, new Covid-19 outbreaks in H2 2022 and 2023 could further depress the Chinese economy. In May’s China Economic ...
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, ...
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 ...
Millennials vs Baby Boomers: why US consumption growth will remain stubbornly low
To understand the US consumer you must understand US demographics. Two generations dominate US population – the ‘Baby Boomers’ and the 'Millennials...
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