The Russia-Ukraine war is set to have implications for economies across the globe and African markets won’t be spared. Trade disruptions and soaring...
Africa | Political economy watchlist 2022
Posted by Zaynab Mohamed on Feb 15, 2022
Our political economy watchlist looks at the political drivers behind economic matters in Africa. We focus on key developments in each region and...
Global Industry | Global logistics challenges more than just port bottlenecks
Posted by Kiki Sondh on Jan 17, 2022
The pandemic has tested the adaptability and resilience of transport and logistics companies. With consumers focusing their spending on goods rather...
Africa | Climate change: adaptation and mitigation
Posted by Jacques Nel on Dec 9, 2021
Climate change is expected to have a significant impact on Africa. Therefore, the continent's preparation in expectation of further global warming is...
APAC | Regional monetary policies to continue to diverge in 2022
Posted by Sian Fenner on Dec 8, 2021
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
APAC | Asia supply-chain disruptions easing but challenges remain
Posted by Sian Fenner on Dec 1, 2021
Following an easing in restrictions, Asia production is ramping up to meet strong global demand for consumer goods, auto parts, and electronics....
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...
APAC | ASEAN growth tracker shows growth bottoming out
Posted by Sung Eun Jung on Nov 18, 2021
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable base effect and a drop in growth...
APAC | Tallying up how quickly APAC is likely to reopen
Posted by Sian Fenner on Nov 16, 2021
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across the region. We have...
Malaysia | Fiscal stimulus primed to support the recovery
Posted by Sian Fenner on Nov 3, 2021
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include an increase in cash aid...