Global Economics Chart Pack

Global Economics Chart Pack (January 2026)

The latest data suggest that the global economy lost some momentum in Q4. Industrial activity appears to be softening, while global trade – which has held up well despite US tariffs – fell in October...

7th January 2026 · 1 min read

India Economics Update

A shift in India’s geopolitical alignment

In our update of our Global Fracturing map for 2026, we now classify India as unaligned, rather than leaning towards the US, following the cooling of the relationship with the Trump administration...

7th January 2026 · 5 mins read

Asia Economics Update

Vietnam: Surging trade surplus with the US carries risks

Vietnam’s economy is booming on the back of strong exports, most notably to the US, as it benefits from shifts in global supply chains. However, the export surge is widening Vietnam’s trade surplus...

6th January 2026 · 3 mins read

Emerging Europe Economics Update

Current account deficit no concern for Israeli shekel

Israel posted a rare current account deficit in Q3, its first quarterly deficit in a decade, but we don’t think this is a concern and expect the current account to return to surplus in the coming...

6th January 2026 · 4 mins read

China Economics Weekly

Renminbi set to appreciate further in 2026

The renminbi has made headway recently, both against the US dollar and in trade-weighted terms. With inflation set to remain much lower in China than elsewhere, further nominal appreciation looks...

2nd January 2026 · 6 mins read

China Chart Pack

China Chart Pack (Dec 25)

While China’s growth picked up in November on the back of stronger export growth, the economy looks set to have expanded by less than 3.5% this year. Exports should continue growing next year, despite...

31st December 2025 · 0 mins read

Climate Economics Update

China exports more green tech to emerging markets

China’s green technology exports rebounded at a strong pace in year-on-year terms as China continues to reorient shipments towards emerging markets (EMs) amid US tariffs. While there remains a risk of...

22nd December 2025 · 2 mins read

Africa Economics Weekly

Lobito rail project, oil prices

Angola secured additional financing from the US and other partners this week as it looks to press ahead with the Lobito rail project underlining the Trump administration’s transactional approach to...

19th December 2025 · 6 mins read

Japan Economics Weekly

BoJ flags further hikes, Sino-Japan rift hits tourism

With the outcome of today’s meeting no great surprise, the Bank of Japan used it to lock in expectations that further policy rate increases will follow. One potential obstacle is an imminent fall in...

19th December 2025 · 6 mins read

India Economics Weekly

Three things to watch in 2026

Our India Economic Outlook for Q1 2026 and accompanying dashboard contain all of our latest analysis and forecasts for India’s economy and financial markets. In our final Weekly of 2025, we highlight...

19th December 2025 · 4 mins read

Emerging Markets Economics Update

Emerging Markets Capital Flows Monitor (Dec. 2025)

EM capital outflows continued over the past month, driven by equities while bond inflows persisted. Even if outflows continue, strong external balance sheets mean that most EMs are well placed to...

18th December 2025 · 0 mins read

Middle East & North Africa Economics Weekly

Oil prices, Morocco inflation-targeting, Saudi inflation

Brent crude dropped to its lowest level since early 2021 this week, and we think that this trend will persist in 2026. This is not a major concern for the Gulf economies' balance sheets, but it...

18th December 2025 · 8 mins read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (December 2025)

Our Emerging Markets Chart Pack has been updated with the latest data and our analysis of recent developments. EM GDP growth has held up well in 2025, but we expect it to slow to ~3.5% in 2026-27, the...

18th December 2025 · 1 min read

India Chart Pack

India Chart Pack (December 2025)

After a very strong 2025, economic growth in India is likely to slow in 2026 in the face of punitive US tariffs. But they could get rolled back and, even if they don’t, India will remain a relative...

17th December 2025 · 1 min read

Africa Chart Pack

Africa Chart Pack (Dec. '25)

The macroeconomic backdrop has turned increasingly favourable and we expect Sub-Saharan Africa to enter its strongest period of growth in the coming years since the early 2010s. Our forecasts for most...

16th December 2025 · 0 mins read