Insights

Expert analysis on trends, outlooks, and scenarios in your market and industry.

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The mounting burden of healthcare, defense, and welfare costs will constrain government finances over the long […]
Firms should expect challenging labor market conditions to persist through 2023 Firms in industries facing acute […]
Tourism is unlikely to make a meaningful recovery until tour requirements are dropped B2C firms should […]
Household budgets will be squeezed by elevated inflationary pressures and rising costs of debt repayment B2C […]
The won is unlikely to make a meaningful recovery until Q2 2023 Firms that import goods […]
Rising inflation expectations and growing pessimism over future economic performance have severely weakened consumer sentiment B2C […]
We expect the RBA to raise rates quickly in Q3 and then slow the pace of […]
There is little upside potential for the Japanese yen in the coming months MNCs should expect […]
Though the opposing Labor party leads in the polls, there is time for the incumbent coalition […]
Expect subdued demand over the next few months, as rebuilding will be the initial focus Unprecedented […]
Mobility trends are consistent with Japanese consumer behavior throughout the pandemic Given Japanese consumers’ high sensitivity […]
Australia
Expect changing restrictions and labor shortages across the country Australia’s rapid surge of COVID-19 cases is […]
tokyo, japan
Firms in Japan will have limited flexibility in passing on price increases to consumers in H1 […]
South Korea skyline
B2C firms in South Korea should expect an increase in demand for in-person consumption, as consumers […]