Insights

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

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Despite a boost from agriculture, demand and investment data portray a less exciting picture for growth […]
However, tight supply will keep a floor under prices in 2023 and 2024 Oil prices have […]
New Zealand government
Cost-of-living support is a major short-term concern; infrastructure and healthcare investments are key long-term priorities Firms […]
Despite the PP’s strong performance in municipal elections, it is highly unlikely that the party will […]
The AMLO administration will continue to make waves during the pre-electoral period, but they are unlikely […]
debt default in Pakistan
The pending IMF bailout is only sufficient to cover a portion of Pakistan’s debt over the […]
Planning for Turkiye’s economy will be complex, as it remains exposed to shocks heading into H2 […]
Read our related article on why the Middle Corridor remains a central focus. While the prospects […]
South-African Rand (budget)
Build contingency plans to cope with rand volatility, power shortages, and political uncertainty Firms importing products […]
Thailand’s tumultuous political environment
The coalition government led by the Move Forward Party will face multiple hurdles in taking control […]
lithium batteries
The lithium industry’s importance will rise in the region, as a focus on expanding social rights […]
Brazil's central bank board nominations point to risks
Multinationals should expect continuity from a monetary policy standpoint, as limited interest rate cuts are expected […]
Ecuador is on the brink of a constitutional crisis
Expect continued political instability until it is determined whether Lasso will be able to move forward […]
Monetary tightening has likely peaked, but rates are likely to stay higher for longer The effect […]
Recent crackdowns highlight heightened risks for multinationals China’s increasingly stringent approach to policing information will have […]