Hopes that recent data show China starting to emerge from deflation are likely to be disappointed. The recovery in core goods inflation last month mostly reflects the impact of government subsidies...

Trump's plan to impose tariffs on semiconductors and pharmaceuticals isn't a big threat at face value – chips and pharma only make up a small fraction of China's exports to the US. But there is a risk...

Exports came under pressure again last month – the acceleration in headline y/y growth was simply due to base effects. With the temporary boost to demand from the US-China trade truce already fading...

If the extra 25% tariff that President Trump has announced on imports from India remains in place, India’s attractiveness as an emerging manufacturing hub will be hugely undermined. Global oil prices...