149 insights found
Tourism: How Asia and other emerging markets could bounce back
The pandemic has given many countries a long path to recovery
Central bank digital currencies, reserve currencies and geopolitics
When it comes to central bank digital currencies (CBDCs), the focus of market participants and regulators – especially in the banking industry - is mainly associated with their disruptive natu ...
China: Path to ‘Net-Zero’
How the world’s largest emitter plans to become carbon neutral
UK Budget: Next steps, not complete vision
David Page, Head of Macro Research, comments on the UK Budget and outlook for medium-term public finances.
India: Growth returns, but challenges remain
Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook
September Global Macro Monthly & Investment Strategy - Biden his time
The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...
July Investment Strategy - And after the summer?
Europe has been enjoying a rare moment of outperformance recently.
June investment strategy - The virus has not gone away
A genuine gap is emerging between the US and Europe on the pandemic front