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Macroeconomics, risk and global trends reports
China economic focus March 2022: is the 5.5% GDP growth target achievable?
The Chinese government has set the country’s GDP growth target for 2022 at around 5.5%. The target surprised the market on the upside, and is also ...
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...
Metals and Mining Thought Leadership: How might demand growth and carbon reshape markets?
The energy transition is transforming demand for metals and mined commodities. Expanded supply - including new sources and new technologies - will ...
H1 2016 GDP downgrade explained: the big picture
We have downgraded our long-term forecasts for global economic growth. China, India and the USA account for most of the 8% reduction in global GDP ...
China economic focus May 2023: a recovery without inflation
China’s inflation will remain low in 2023 as the country is facing an oversupply amid its economic recovery. The Chinese government has directed mu...
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