Emerging Markets
What’s Driving India’s Surge in Equity Fund-Raising?
India has become a standout hub for equity fund-raising in 2024, with over US$16 billion [...]
Central Banks
Germany: Here Comes the Recession
Germany is in recession, facing a three-quarters-long GDP contraction followed by stagnation, driven largely by [...]
Annual Outlook
Asia Macro Outlook 2025 – Executive Summary
Turbulence ahead as Asia transitions from a resilient 2024 into a more volatile and fragmented [...]
Annual Outlook
US Economic Growth and Recession Risk
Labor Market and Consumer Behavior Inflation and “Last Mile” Risks Monetary Policy Outlook Recession Drivers [...]
Economics
China’s Trade Diversion Threatens Emerging Markets with a Flood of Imports
The ongoing US-China trade war is forcing China’s exporters to redirect some US-bound goods through [...]