Insights

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

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While Asia Pacific is likely to post strong growth relative to other regions, most risks tilt […]
New Zealand government
The success of the right-leaning government will depend on the coalition partners’ ability to cooperate on […]
However, “borrowing new to pay old” won’t resolve the root causes of China’s debt problem Special […]
New investment and B2G opportunities should emerge as discussions intensify and infrastructure expansion continues Long-term investments […]
The stimulus fails to provide adequate support to increase demand in the short term Japan’s upcoming […]
Key policies by the government will support domestic demand over the next 12 months New policies […]
China stimulus package
The scale of the package is meager, so its impact is likely to be limited Multinationals […]
States’ importance in total government CAPEX has grown in the past decade India’s large and complex […]
The West’s greater engagement with Central Asia will have a limited impact in the near term, […]
China Scenarios
Household spending will continue to lean toward services rather than goods Holiday travel has made a […]
Only select areas, e.g., welfare, childcare, and strategic industries, will see meaningful funding increases in 2024 […]
Udaipur city aerial panoramic view, India
Despite this being a pre-election year, the government has maintained its focus on capital spending The […]
Multiple headwinds will prevent the economy from growing substantially through H1 2024 Firms should optimize their […]
Domestic demand falters, while export-oriented industries surge The divergent growth dynamics across various sections of the […]
China real estate
These measures still fall short of tackling the structural issues that the property market faces Multinationals […]