China Economics Weekly

Lower growth targets, more barriers to foreign chips

China’s leadership appears to be quietly de-emphasizing a target to double the size of the country’s economy between 2020 and 2035, focusing instead on a slightly less ambitious per capita goal that...

7th November 2025 · 8 mins read

Asia Economics Update

Philippines: corruption scandal weighing on growth

The latest data confirm that the corruption scandal is having a severe impact on the Philippines economy, increasing the chances of the central bank cutting rates at its next meeting in December.

7th November 2025 · 2 mins read

Africa Economics Weekly

Trump takes aim at Nigeria, build up to MTBPS

Nigeria became the latest country to face President Trump's wrath this week. For now, there are reasons to think that any economic impact will be limited. But it’s another reason for African...

7th November 2025 · 6 mins read

Middle East & North Africa Economics Weekly

UAE keeps up Gulf AI momentum, Qatar-Egypt deal

AI-related investments in the UAE this week add to signs that the US is using access to AI technologies to take the Gulf economies away from China’s sphere of influence. It may also reflect the...

6th November 2025 · 8 mins read

Europe Economics Update

De-risking EU supply chains will be a slow process

The EU has prioritised becoming more self-sufficient in the production of critical raw materials. While it is making progress, it is likely to remain heavily dependent on China and China-aligned...

5th November 2025 · 3 mins read

Emerging Europe Economics Update

Romania’s fiscal consolidation faces big challenges

Romania has seen one of the largest bond market rallies across EMs in the past six months, but we think a further sustained fall in yields is unlikely. A lot more fiscal tightening is needed to...

5th November 2025 · 4 mins read

Latin America Economics Weekly

Investors cheer Milei’s win, Brazil’s soybeans

The strong showing for Milei's LLA party in Argentina's mid-term elections last Sunday has led to a sharp improvement in sentiment and should ease pressure on the peso in the near-term. But the risk...

31st October 2025 · 7 mins read

China Economics Weekly

Tariff cut isn’t the biggest trade truce win for China

The halving of fentanyl tariffs won’t have much of an impact on China's economy. More consequential for China is the suspension of the Entity List Affiliates Rule, which buys thousands of firms time...

31st October 2025 · 6 mins read

Africa Economics Weekly

Mozambique debt restructuring, fiscal risks, elections

Mozambique’s key gas projects are at risk of further delays, which appears to have tipped the government towards seeking a debt restructuring. But while Mozambique stands out for having particularly...

31st October 2025 · 5 mins read

India Economics Weekly

Bihar election looms large over India-US trade talks

The Bihar state election will be closely watched for its implications for reforms and as a potential referendum on India’s stance in trade talks with the US. Bihar is one of India’s most agrarian...

31st October 2025 · 4 mins read

Middle East & North Africa Economics Weekly

Saudi Arabia’s FII: PIF and AI dominate the headlines

Comments at the Future Investment Initiative in Saudi Arabia this week suggest that the Public Investment Fund will take a step back from driving investment in the Kingdom, paving the way for greater...

30th October 2025 · 6 mins read

China Economics Update

Xi-Trump talks buy China time to decouple at its own pace

The reversal of some US tariffs on China won’t have a big impact given that Chinese exporters had largely shrugged them off. But the de-escalation takes the immediate threat of large tariff hikes off...

30th October 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Oct. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American economies fared poorly in Q3 and we think that headwinds ranging...

28th October 2025 · 1 min read

Latin America Economics Update

Answering your questions on Argentina’s mid-terms

The larger-than-expected victory for Argentina’s President Milei in Sunday’s mid-term elections has sparked a rally in Argentinian financial markets. Our initial response to the election can be found...

27th October 2025 · 5 mins read

Latin America Rapid Response

Argentina Mid-Term Elections (October 2025)

The strong showing for President Milei’s La Libertad Avanza (LLA) party is not only an endorsement of his reform agenda but will also substantially increase the LLA’s representation in congress, which...

27th October 2025 · 2 mins read