Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
China Key Themes 2021: Growth to moderate and rotate
Posted by Louis Kuijs on Dec 14, 2020
As the recovery matures, we expect private sector spending to step up in 2021 while policy support retreats. Meanwhile, as China embarks on its 14th...
Asia Pacific | Key Themes 2021: Strengthening Tailwinds
Posted by Priyanka Kishore on Dec 10, 2020
Global Economy Key Themes 2021: New lease of life for the world economy
Posted by Ben May on Dec 9, 2020
Buoyed by Covid-19 vaccines, we think the pace of global GDP growth in 2021 will be the fastest in over 40 years. But for many it won’t feel much...
Budget brings tax cuts to drive jobs growth | Australia
Posted by Sean Langcake on Oct 26, 2020
The FY21 Budget shifted the focus from immediate support to economic recovery, bolstering the government’s approach to jobs growth and encouraging...
Corporate reticence driving changes in flow of funds | Australia
Posted by Sean Langcake on Oct 26, 2020
The coronavirus pandemic and associated policy response has accelerated some interesting trends that had been emerging in the saving and borrowing...
Calibrating a medium-term economic comeback from Covid | Global
Posted by Gabriel Sterne on Oct 13, 2020
Many have been comparing the COVID-19 recession with previous financial crisis, in particular the 2008 Global Financial Crisis.
Indeed, our forecasts...