India Economics Weekly Jio’s blockbuster IPO highlights India’s digital boom Jio Platform’s stunning IPO this week serves as a reminder of how rapidly India’s digital economy has expanded over the past decade. Affordable mobile internet has brought hundreds of millions of... 30th October 2026 · 3 mins read
Asia Economics Focus Korea: AI and demographics brighten the long-term outlook Korea’s trend growth has slowed over the past few decades, reflecting weaker productivity and slower workforce growth. But we think this slowdown has come to an end, with rising female labour force... 26th October 2026 · 11 mins read
Emerging Europe Economics Focus Israel’s election: what it means for the macro outlook lsrael’s upcoming election is unlikely to have a major impact on the country’s near-term growth outlook or fiscal trajectory, but it will have significant medium-term implications. An opposition-led... 15th October 2026 · 18 mins read
Emerging Markets Economics Update Central Asia’s boom comes with commodity risks This week we participated in an Emerging Markets Forum in Monaco, with a special focus on Central Asia. The key takeaway is that the growth outlook in Kazakhstan and Uzbekistan remains strong and... 9th October 2026 · 3 mins read
Latin America Economics Focus Brazil’s growth boom has run out of road The cyclical factors that drove Brazil’s strong post-pandemic growth have now been exhausted, and we think there will be a much sharper slowdown than most expect over the coming years. GDP growth is... 17th September 2026 · 15 mins read
Emerging Europe Economics Update Key questions on Russia’s Duma election Russians head to the polls from Friday in the country’s first parliamentary election since the invasion of Ukraine. While the outcome is not in doubt, the result will offer clues about public... 16th September 2026 · 5 mins read
Climate Economics Update Learning to live with extreme weather events The increasing frequency and intensity of extreme weather events will be a greater source of economic volatility than in the past and could hit some sectors particularly hard. The changing nature of... 2nd September 2026 · 3 mins read
Bank of Canada Watch New tariff uncertainty supports Bank’s calls to be patient The Bank of Canada will likely highlight the need to balance the worsening growth and inflation prospects brought about by fresh tariffs at next week’s meeting. We therefore still expect the policy... 27th August 2026 · 6 mins read
India Economics Weekly FDI restrictions easing, MPC minutes put hikes in play The government is reportedly considering raising the threshold above which foreign direct investment requires approval from the Cabinet Committee on Economic Affairs. The change would be small in... 21st August 2026 · 3 mins read
India Economics Focus Is India adapting to the AI revolution? Recent job losses in the outsourcing sector have fuelled fears about the negative macro impact of artificial intelligence (AI) on India’s economy. But the services sector as a whole appears to be... 13th August 2026 · 10 mins read
Australia & New Zealand Economics Weekly Data centre boom a mixed blessing for mining sector Strong electricity demand resulting from the rollout of data centres is a mixed blessing for Australia’s mining sector. It could boost demand for lithium to produce storage batteries and demand for... 17th July 2026 · 6 mins read
UK Economics Focus Why Burnham will struggle to revive UK growth Andy Burnham is unlikely to significantly boost the economy’s sustainable growth rate, partly because it is hard to do and he’s unlikely to have long to do it, but also because his diagnosis of the... 15th July 2026 · 15 mins read
Australia & New Zealand Economics Weekly Will Australia become an agrarian economy again? One Nation’s economic policies focus strongly on those sectors that dominated Australia’s economy in the past rather than on those that will determine its future. Unfortunately, the party’s policies... 10th July 2026 · 4 mins read
Middle East & North Africa Economics Weekly MoU on the rocks, Saudi-UAE tensions, Egypt state control The US-Iran memorandum of understanding has come under further strain this week, raising the risk that the recovery in the Gulf economies gets derailed. Elsewhere, geopolitical tensions between Saudi... 9th July 2026 · 5 mins read
Africa Economics Focus South Africa’s medium-term prospects brightening The fallout from the energy shock will delay but not derail a cyclical recovery in South Africa. Growth is likely to accelerate more than most expect in 2027-28 and this will be accompanied by a much... 7th July 2026 · 14 mins read
India Economics Update AI, the data centre build out and India’s economy Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in... 7th July 2026 · 3 mins read
