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 Rapid Response

South Africa Consumer Prices (Nov. 2025)

The softer-than-expected South African inflation reading, of 3.5% y/y in November, and weak core inflation will give the Reserve Bank plenty of confidence that it can meet its new, lower 3% inflation...

17th December 2025 · 2 mins read

Asia Rapid Response

Indonesia Interest Rate Announcement (Dec. 2025)

Bank Indonesia left its benchmark interest rate on hold at 4.75% today for a third consecutive meeting but, once again, the accompanying communications were dovish and we still think there’s scope for...

17th December 2025 · 2 mins read

Asia Rapid Response

Thailand Interest Rate Announcement (Dec. 2025)

Thailand’s central bank (BoT) today cut interest rates by a further 25bps, to 1.25%, and we doubt this marks the end of the easing cycle. With growth struggling and price pressures very low, we expect...

17th December 2025 · 2 mins 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

Emerging Europe Rapid Response

Hungary Interest Rate Announcement (Dec.)

The decision by the Hungarian central bank (MNB) to leave its base rate on hold today, at 6.50%, was widely expected and, despite a near-term dip in inflation, we expect rates to stay on hold until...

16th December 2025 · 2 mins read

Latin America Chart Pack

Latin America Chart Pack (Dec. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Regional GDP growth will slow next year, which combined with softer inflation...

15th December 2025 · 1 min read

Africa Economic Outlook

SSA set for its strongest growth streak in over a decade

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...

15th December 2025 · 19 mins read

Asia Economic Outlook

Solid growth, easing cycles drawing to a close

The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports...

15th December 2025 · 25 mins read

Africa Rapid Response

Nigeria Consumer Prices (Nov. 25)

The sharp decline in Nigeria’s headline inflation rate to 14.5% y/y last month strengthens our view that the central bank will quickly restart its easing cycle when it next meets in the new year.

15th December 2025 · 2 mins read

China Economic Outlook

Growth to stay soft as deflation persists

Fiscal support and a ramp-up in AI investment will prevent a sharp slowdown in China’s economy, but we expect growth to remain weak in 2026. Deflation and overcapacity will persist and China’s...

15th December 2025 · 17 mins read

UK Economic Outlook

The year that inflation falls back to 2%

After enduring a higher inflation rate than most of its peers for the bulk of the past five years, we think that 2026 will be the year that inflation in the UK falls back to the 2.0% target. That will...

15th December 2025 · 17 mins read

Emerging Europe Economic Outlook

Diverging outlook as war in Ukraine drags on

Most economies in Central and Eastern Europe (CEE) will experience stronger GDP growth in 2026 as external demand picks up and fiscal policy is kept loose (or loosened), while Russia’s economy will...

15th December 2025 · 25 mins read

Japan Economics Update

BoJ set to hike further as business conditions strengthen

The Q4 Tankan Survey struck all the right notes from the Bank of Japan’s perspective. It showed that business conditions are improving, profit margins remain elevated, and that firms are upbeat about...

15th December 2025 · 3 mins read

US Economics Weekly

ICT services still riding the AI boom

The Quarterly Services Survey report, released to little fanfare this Thursday, suggests that third-quarter GDP growth was as strong as 4.5% annualised, driven again by AI-related double-digit...

12th December 2025 · 7 mins read