Global trade grew rapidly in past decades, but has been weak since the financial crisis. We believe the outlook is improving and that trade will soon be growing faster than GDP again. At the same time, global trade patterns are changing dramatically. More
Africa offers an extraordinary bright spot on the world economic map, having outperformed global growth for more than a decade. But in the rush to be part of Africa’s growth story, we can’t turn a blind eye to the challenges. More
Major international newspapers these days are littered with calls for an Asian market crash. Lenny Feder argues that Asia’s financial markets are underdeveloped and set to massively outgrow the West. More
That China has borrowed too much seems incontrovertible, but so far it has seemed sure-footed, and its underlying drivers of growth appear strong.
Peter Sands explains why China’s debts do not necessarily signal a crash. More
The world economy is in transition. Economic growth is picking up, but the change means elevated risks and volatility in financial markets. All eyes are on the US and China – the world’s largest economies – as what happens here will have global implications.
Marios Maratheftis, Global Head of Macro Research discusses Global transition. More
In the Middle East region, digital technology, including smartphones, is fast reshaping behaviours and attitudes, particularly amongst the young.
Clive Haswell, Chief Information Officer, MENAP discusses the Middle East’s smartphone generation. More