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We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments will...
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...
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and uncertainties...
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared; they...
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 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,...
To better understand how businesses are addressing market changes, and how they should adapt their capital allocation strategies going forward, EY...
We expect eurozone business investment to stage a vigorous recovery this year, boosted by a rebound in sales as the economy reopens. Booming global...
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