Macroeconomics, risk and global trends outlook reports
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Macroeconomics, risk and global trends outlook reports
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
China’s economy: from quantity to quality
China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The...
Global economic outlook Q1 2022: soft landing
In this Insight, we outline the highlights and drivers of our macroeconomic outlook Q1 2022. The global economy is set for a soft landing in 2022 a...
Sichuan economic outlook: H1 2015
Located in China's southwest, Sichuan has the largest GDP and population of all the western provinces. The provincial government has ambitious plan...
Brexit begins
On 29 March, the UK government notified the European Council of its intention to withdraw from the European Union. Both parties now have two years ...
China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
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