Macroeconomics, risk and global trends outlook reports
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Macroeconomics, risk and global trends outlook reports
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, ...
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...
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...
How will Article 6 reshape the carbon offset market?
Article 6 of the Paris Agreement regulates the voluntary cooperation among countries to achieve their Nationally Determined Contributions (NDCs). N...
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