Event Asia Drop-In: Big policy tests for China, India and Indonesia 25th September 2025, 9:00AM BST Asia ex-Japan’s three biggest economies are each grappling with major policy tests. In Indonesia, political unrest, the dismissal of a respected finance minister, and questions over the central bank…
Event Drop-In: Another French government falls – what next for its economy and markets? 6th October 2025, 3:00PM BST The resignation of Prime Minister Sébastien Lecornu adds fresh uncertainty to France’s economic and market outlook.
Event Drop-In: US–China trade tensions anew – A high-stakes game of chicken 14th October 2025, 3:00PM BST Is the latest flare-up in US–China relations simply brinkmanship ahead of a planned Trump–Xi meeting later this month, or a sign of structural tensions that point to a re-escalation of the trade wa
Event Asia Drop-In: Indonesia in turmoil – Macro and market implications 9th September 2025, 8:00AM BST The sacking of Indonesian finance minister Sri Mulyani Indrawati marks the latest twist in a crisis that has been engulfing what until recently was one of Asia’s standout growth stories.
Event Asia Drop-In: Japan’s leadership turmoil – economic and market implications 15th October 2025, 9:00AM BST Japan’s search for a new prime minister has upended its political landscape – and the outcome will shape the country’s economic and market outlook.
Latin America Economics Focus The Trump-Petro rift and the risks for Colombia Colombia’s shift from being a staunch US ally to embracing China has been one of the starkest geopolitical moves of the last few years. This may put Colombia into President Trump’s crosshairs for... 7th July 2025 · 9 mins read
Africa Economics Weekly Africa Weekly: SARB lower target and nationalisation, Ghana inflation Data released this week showing a further decline in inflation expectations in South Africa provide further ammunition for those arguing that the time is right for the SARB’s inflation target to be... 4th July 2025 · 5 mins read
Latin America Economics Weekly Chile’s communist candidate, Mexico’s weak economy The victory for communist candidate, Jeannette Jara, in the Chilean governing coalition’s presidential primary election was received warmly by markets – her presence on the ballot is seen as... 4th July 2025 · 5 mins read
Africa Economics Update Kenyan protests exacerbating default fear Protests have erupted again in Kenya recently, bringing violence and instability, and highlighting that the government lacks the political capital to repair the fragile fiscal position. With... 3rd July 2025 · 4 mins read
UK Economics Focus UK Focus: One year on – Is the government boosting growth? The government has implemented some good policies in its first year, but it has undermined the resulting one-off boost to real GDP in the coming years with a few missteps. And the possible permanent... 3rd July 2025 · 23 mins read
Asia Economics Update Vietnam settles with Trump, with China again a target Vietnam has had one of the weakest hands to play in its trade negotiations with the US. If it is confirmed that it has agreed to a 20% tariff, this isn’t a template that other countries will feel they... 2nd July 2025 · 3 mins read
Global Economics Update What to expect as the Liberation Day deadline looms Given the limited progress in concluding trade negotiations since Liberation Day, there is a risk that huge tariffs will be imposed on 9 th July after the 90-day pause expires. We suspect that further... 2nd July 2025 · 4 mins read
Asia Economics Update Thailand: fresh political turmoil to weigh on economy Thailand faces renewed political uncertainty after Prime Minister Paetongtarn Shinawatra was today suspended. This will undermine consumer and business sentiment and complicate efforts to agree a free... 1st July 2025 · 3 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Romania’s new government, Israel-Iran ceasefire The fiscal tightening measures announced by Romania’s new government, which took office this week, are a welcome development for investors, but we think the public debt ratio will stay on a sharp... 27th June 2025 · 7 mins read
Africa Economics Weekly Africa Weekly: GNU anniversary, Kenya protests, Angola IMF loan The first year in office for South Africa’s Government of National Unity has seen an improvement in investor appetite towards the country as well as an easing of supply-side constraints. But we think... 27th June 2025 · 6 mins read
Asia Economics Weekly Asia Weekly: Korean consumer boost, political trouble in Thailand While retail sales in Korea remain just over 2% below pre-pandemic levels, there are growing signs the worst is behind us. Consumer sentiment has rebounded sharply following the recent presidential... 27th June 2025 · 6 mins read
