Vietnam’s transformation into a global manufacturing hub over the past decade helped it outperform most economies in 2020 and further strengthened...
India | More resilient, but not immune to the second wave
Posted by Priyanka Kishore on Apr 9, 2021
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
US | Recovery Tracker marches steadily higher
Posted by Gregory Daco on Apr 9, 2021
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the tracker’s six categories. The recovery...
Sri Lanka | Some value remains despite recent bond rally
Posted by Gabriel Sterne on Apr 8, 2021
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on our...
Singapore | A turnaround in exports bodes well for growth recovery
Posted by Sung Eun Jung on Mar 30, 2021
Weak imports, rather than strong exports, boosted Singapore’s growth last year. Indeed, its goods exports lagged those of regional peers. But...
APAC | Why we see higher - but not runaway - inflation
Posted by Priyanka Kishore on Mar 24, 2021
The heady cocktail of stronger global recovery prospects, surging prices for crude oil and other commodities, supply-side disruptions, and rising...
Global | First, pandemic hits automakers, now it’s a chip shortage
Posted by Stephen Foreman on Jan 20, 2021
Since the end of 2020 semiconductors used in the automotive sector have been in short supply. Pressure built as the auto industry recovered from...
Global | New virus variants, new economic risks
Posted by Ben May on Jan 8, 2021
News on vaccine progress has offered some light at the end of the Covid tunnel, but the discovery that more transmissible variants have spread...
Read how Oxford Economics and YouTube partnered to identify the economic and societal benefits of YouTube. Through our rigorous economic modelling...
Black Boxes and Paradoxes: The real cost of disconnected payments
Posted by Henry Worthington on Sep 30, 2020
We delve into the true cost of false declines to merchants and the digital economy, what customers are willing to pay for better payments and how...