Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...

We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%. This is despite our expectation of a shift in...

Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at record highs. This...