Japan’s export share has remained stable at slightly below 5% since the mid-2010s, except for a brief swing before and after the global financial...
Russia | Market panic has passed, but recession is looming
Posted by Tatiana Orlova on Mar 30, 2022
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's economy to contract by...
Nordic key themes 2022: Headwinds to dissipate
Posted by Rory Fennessy on Dec 9, 2021
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts and post-reopening...
APAC | Asia exports look to improve in 2022
Posted by Lloyd Chan on Dec 9, 2021
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing exporting economies, there have...
MENA | UAE and Qatar have the highest FDI attractiveness
Posted by Scott Livermore on Nov 18, 2021
FDI is in an important pillar of growth and diversification agendas across theMENA region and, in particular, in the GCC. Several countries have set...
Philippines | Transitory inflation makes 2022 rate hikes unlikely
Posted by Makoto Tsuchiya on Nov 18, 2021
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the most part transitory, reflecting...
Finland | Q3 GDP growth in line with our expectation
Posted by Daniel Kral on Nov 17, 2021
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that the economy remains...
APAC | China’s slowdown impacts APAC trade in varied ways
Posted by Norihiro Yamaguchi on Oct 29, 2021
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be determined by each country’s...
South Korea | Reopening will spur consumption and the recovery
Posted by Lloyd Chan on Oct 19, 2021
South Korea’s economy continues to recover despite the surge in Covid cases due to the Delta variant, and should enter 2022 on a firm economic...
Nordic outlook is bright, but downside risks are rising
Posted by Daniel Kral on Oct 13, 2021
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks. Real goods exports underperformed given...