A Fractured World On this episode of Free Expression, Gerry Baker speaks with Neil Shearing, Group Chief Economist of Capital Economics and author of “The Fractured Age: How the Return of Geopolitics Will Splinter the... 21st October 2025 · Wall Street Journal
China Economics Update US may revive plans to curb financial ties with China While talk of US retaliation against China’s new export controls has mostly focused on tariffs and other barriers to goods trade, investment restrictions are another weapon in Washington’s arsenal. If... 15th October 2025 · 6 mins read
China Economics Update China’s catch-up is faltering A weak currency and sustained deflation mean that China’s economy is on course to shrink as a share of the global economy for a fourth consecutive year, when measured at market exchange rates. China... 2nd October 2025 · 3 mins read
India Economics Update Is Trump pushing India into China’s arms? The deterioration in Indo-US relations appears to have expedited New Delhi’s efforts to strengthen ties with Beijing, as highlighted by Prime Minister Modi’s first visit to China in seven years last... 11th September 2025 · 4 mins read
Latin America Economics Weekly Rubio in Lat Am, Brazil slows, Buenos Aires votes Marco Rubio's trip to Latin America this week highlighted the US’s growing focus on the region - and particularly efforts to curb drug trafficking. The next thing to watch is Colombia's narcotics... 5th September 2025 · 9 mins read
Global Economics Focus Fracturing in the Age of Trump The global geopolitical map could have been redrawn by the end of Donald Trump’s second term. Some form of rapprochement between the US and China is conceivable in the next few years, as is a... 2nd September 2025 · 38 mins read
Commodities Focus How the AI race will reshape global energy markets Artificial intelligence’s share of global electricity consumption is set to at least double by 2030, to around 3% of the total, and could drive almost half of electricity consumption growth in the US... 21st July 2025 · 15 mins read
China Economics Weekly China Weekly: Warmer US-China relations, foreigners staying away US-China relations are warming, with growing talk of a Xi-Trump summit and gestures of goodwill on both sides. Further de-escalation, including cooperation on fentanyl, could pave the way to a Phase... 18th July 2025 · 6 mins read
Asia Economics Update Taiwan’s legislature could flip behind the president Taiwan’s gridlocked government could secure a legislative majority and freedom to enact its policy goals if recall votes next week go its way. The immediate implications for the economy are limited –... 18th July 2025 · 4 mins read
Event Drop–In: US intervention in Venezuela – Regional and global economic implications 5th January 2026, 3:00PM GMT The weekend's stunning events in Venezuela have raised urgent questions for the Latin American and global economies.
Event EM Drop-In: India at the geo-economic crossroads 13th November 2025, 8:00AM GMT India has been a global bright spot, but it now faces increased uncertainty as the world fractures into US- and China-led economic blocs.
Event Drop-In: US–China trade talks – a lasting truce or just a pause? 30th October 2025, 9:00AM GMT Our senior economists hosted this special online briefing assessing the Xi-Trump meeting, the latest agreements and the outlook for the US-China economic relationship.
Event Drop-In: Asia macro and markets update – Fracturing, the Fed and AI’s influence 29th January 2026, 8:00AM GMT As 2026 begins, the drivers for Asian markets are crystallising.
