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

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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 […]
An improving political outlook will support the Thai economy in the coming months Firms will benefit […]
Government actions will tame domestic food prices but heighten global food inflation Considering food makes up […]
Recent policy changes by the BOJ signal the potential for a sea change in pricing and […]
China Scenarios
Weakness of global demand is forecast to persist and will weigh on Chinese exports until at […]
Producer and headline inflation have been trending down, but some upside food inflation risk remains India’s […]
Thailand’s tumultuous political environment
While the political environment will likely remain turbulent in the coming weeks, the economy will see […]
While short-term default risks have subsided, medium-term risks persist unless authorities take proactive steps toward debt […]
ASEAN
A moderation in cost pressures has allowed central banks in ASEAN to keep rates on hold […]
Water Central Asia Caucasus
Water scarcity poses significant threats to growth outlooks and stability in Central Asia and South Caucasus […]
youth unemployment in China
Multinationals are likely to encounter long-term headwinds as overall demand decreases because of rising youth unemployment […]
Firms must continue to target resilient segments to ensure top-line growth in 2023 Firms should focus […]
New Zealand government
Cost-of-living support is a major short-term concern; infrastructure and healthcare investments are key long-term priorities Firms […]
debt default in Pakistan
The pending IMF bailout is only sufficient to cover a portion of Pakistan’s debt over the […]