Insights

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

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ASEAN
After experiencing two years of weak growth due to COVID outbreaks, ASEAN has been on a […]
Additional weakening of Southeast Asian currencies will drive import costs even higher in 2023 Companies in […]
Global and local disruptors continue to buffet Asia Pacific Disruptive forces—both external and internal—are buffeting Asia […]
Contrary to widely held hopes, Chinese officials are doubling down on zero-COVID policies In the short […]
2023 inflation will likely reach 6.3% YOY because of potential increases in food, fuel, and imported […]
Export demand will remain weak through 2023 as global headwinds persist Export demand in Southeast Asia […]
The mounting burden of healthcare, defense, and welfare costs will constrain government finances over the long […]
China Scenarios
The zero-COVID strategy and real estate issues drive substantial uncertainty For decades, China has been a […]
The economy-first orientation that underpinned China’s growth for the past few decades is about to change […]
US Federal Reserve rate hikes, global volatility, and high commodity prices will weigh on the currency […]
After two years of pandemic-driven disruption, an ongoing global slowdown is complicating ASEAN’s economic recovery. Although […]
Firms should expect challenging labor market conditions to persist through 2023 Firms in industries facing acute […]
Markets in Developed APAC are facing a period of extraordinary uncertainty, driven by forces such as […]
Central banks in ASEAN will continue tightening monetary policy through 2023 Central banks in ASEAN will […]
Chinese regulators will carefully control the CNY’s fall to avoid market instability at a politically sensitive […]