We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments will...
Italy | Draghi effect cannot last forever
Posted by Nicola Nobile on Nov 5, 2021
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects as an...
APAC | Recovery Tracker points to stalling momentum
Posted by Lloyd Chan on Oct 20, 2021
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
APAC | Weak growth limits inflation worries in the region
Posted by Priyanka Kishore on Oct 20, 2021
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
APAC | Pandemic disrupts FDI, but prospects remain positive
Posted by Sian Fenner on Oct 12, 2021
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and uncertainties...
China | The motivations and implications of ‘common prosperity’
Posted by Louis Kuijs on Sep 1, 2021
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
Global | Re-entering Dollar shorts
Posted by Javier Corominas on Jul 27, 2021
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary policies or structural re-ratings...
China | Why China’s subsidy to the world is likely to endure
Posted by Scott McEwan on Apr 14, 2021
China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets totaled US$8,704 billion, or 59.1% of GDP,...
Is your capital allocation strategy a long-term plan or a short-term fix?
Posted by Thought Leadership on Apr 13, 2021
To better understand how businesses are addressing market changes, and how they should adapt their capital allocation strategies going forward, EY...
Eurozone | Capex prospects brighten as industry rebounds
Posted by Oliver Rakau on Mar 22, 2021
We expect eurozone business investment to stage a vigorous recovery this year, boosted by a rebound in sales as the economy reopens. Booming global...