We expect euro-zone GDP growth to be fairly sluggish in the coming years. Germany’s fiscal stimulus should provide only a temporary and fairly modest boost, and we don’t think it will do much to raise...

While the South African Democratic Alliance's change in leadership in April is unlikely to affect the stability of the Government of National Unity, there are key risks ahead including municipal...

We are sceptical that India will fully curtail its oil imports from Russia as part of the US-India trade deal announced this week, but even a partial scaling back of purchases could add to strains in...

The net result of an extraordinary week encompassing the FY26/27 Union Budget, an RBI meeting and an announcement of a trade deal with the US is that both near-term and long-term economic prospects...