Insights

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

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The West’s greater engagement with Central Asia will have a limited impact in the near term, […]
With the election of Daniel Noboa, Ecuador selects another center-right president, easing fears of a resurgence […]
A hit to consumer demand will slow inflation in 2024, while policy intervention will help limit […]
Tourist arrivals will likely see a drop in the coming weeks Escalating tensions and violence in […]
War on Egypt’s eastern border could have multidimensional impacts on government finances, tourism, and energy security […]
Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after the […]
China Scenarios
Household spending will continue to lean toward services rather than goods Holiday travel has made a […]
Access will boost HUF and improve confidence, but the bulk of funding will remain on hold […]
Major loss of civilian life and a pending re-invasion of Gaza have radically altered the risk […]
Tensions between Hamas and Israeli forces spiral to their highest level in many decades, risking regional […]
Several risks to global food supply have the potential to keep prices high Food inflation poses […]
For 2024, the main risks continue to be around the under-execution of investment projects and discretionary […]
Only select areas, e.g., welfare, childcare, and strategic industries, will see meaningful funding increases in 2024 […]
Oman emerges as a growing opportunity, while Qatar falls short of expectations Multinationals should reconfigure their […]
Developments in Nagorno-Karabakh are likely to tarnish Azerbaijan’s reputation in the West, but international sanctions are […]