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Macroeconomics, risk and global trends reports
Global exchange rate outlook Q1 2023
Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
China’s economy: from quantity to quality
China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The...
A Post-Fidel Cuba
Fidel Castro’s death on 25 November will change little in the near term for business in Cuba. Over the years, the government has moved forward with...
Brazil: effects of the current turmoil on energy
Political turmoil, caused in part by the ongoing Lava Jato investigation, has magnified the effects of the commodity downturn and severely affected...
China economic focus January 2023: reopening and recovery
We expect China’s GDP to grow by 5.5% in 2023, supported by an earlier-than-expected reopening. Consumption will be the first to rebound, followed ...
China economic focus July 2022: how will China finance its recovery?
China’s GDP growth slowed to 0.4% year-on-year in the second quarter. With large-scale lockdowns coming to an end in June and China relaxing its tr...
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