China Economics Update What Xi’s clean sweep means for the economy Xi Jinping has removed the last vestiges of rival factions from the upper echelons of the Party, stacking the Politburo full of loyalists in a clean sweep not seen since the Mao era. With political... 24th October 2022 · 7 mins read
India Economics Update India’s position in a fracturing global economy Since independence, India has preferred to stay unaligned geopolitically. But in a fracturing global economy, the security and macroeconomic benefits of leaning towards the US – and away from China –... 24th October 2022 · 4 mins read
Capital Daily What to make of the relative fortunes of China’s stock markets China’s stock markets have fallen by more than most this week, and indeed over this year so far. But the country’s onshore equities have generally proven more resilient than their offshore... 21st October 2022 · 8 mins read
China Economics Weekly Kicking away the ladder The Party Congress has slowed the leadership’s response to the semiconductor export controls introduced by the Biden administration two weeks ago. But the Ministry of Industry and Information... 21st October 2022 · 9 mins read
Latin America Economics Weekly Chile’s protests three years on, COP drop This week marked the third anniversary of a large wave of protests in Chile which set in motion a shift towards looser fiscal policy, have left the political landscape difficult to navigate and caused... 21st October 2022 · 8 mins read
Europe Economics Weekly Draghi out, Meloni in; new EZ forecasts We published our latest quarterly Euro-zone Economic Outlook this week, with the main message being that we now expect the euro-zone to experience an even more extreme case of stagflation. Otherwise... 21st October 2022 · 12 mins read
China Economic Outlook Economy will continue to struggle We expect greater stimulus next year. But with the zero-COVID policy here to stay, an abrupt turnaround in property construction unlikely and exports set to fall, policymakers face an uphill battle... 21st October 2022 · 23 mins read
Emerging Europe Economics Update “Lira-isation” policies are no cure for Turkey’s problems Policymakers in Turkey have doubled down on their new economic model of “lira-isation” by pursuing more extreme de-dollarisation policies in recent months. These appear to be having an impact in terms... 20th October 2022 · 8 mins read
Middle East & North Africa Economics Weekly The IMF & MENA, Saudi’s industry strategy, oil demand Tunisia’s staff-level agreement with the IMF for a new deal should reduce concerns of a messy balance of payments crisis, but a sovereign debt restructuring still looks likely. Egypt, meanwhile, looks... 20th October 2022 · 6 mins read
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
Climate Economics Update Deforestation a key issue in Brazil’s election Environmental policy is one channel through which Brazil’s presidential election has global implications. The country is the single largest source of deforestation in the world and, with deforestation... 17th October 2022 · 5 mins read
UK Economics Rapid Response Chancellor Statement (17th Oct.) The Chancellor didn’t just do a further U-turn on the Truss/Kwarteng policies in his statement today, he essentially wiped them out in an attempt to reassure the financial markets that the government... 17th October 2022 · 3 mins read
Middle East & North Africa Economics Update Tunisia’s IMF deal: still more work to do The news that Tunisia has reached a staff-level agreement with the IMF over a $1.9bn financing package provides hope that the economy will avoid a messy balance of payments crisis. But there are still... 17th October 2022 · 4 mins read
China Economics Update Xi wants a more self-sufficient and socialist China General Secretary Xi’s Report to the Party Congress signalled a further shift away from market-based reforms in favour of a state-led campaign to increase self-sufficiency and economic security... 17th October 2022 · 6 mins read
