The Gulf Cooperation Council (GCC) will be one of only two major regions globally (the other being ASEAN) to grow faster – at above 5% – in 2022...
India | A balanced path to a greener future
Posted by Priyanka Kishore on Dec 8, 2021
India’s pledge to achieve net zero by 2070 is admirable. But the path announced by Prime Minister Modi at COP26 toward achieving that goal is - to...
India | Vaccine surge to energize consumption in 2022
Posted by Priyanka Kishore on Oct 8, 2021
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations is...
APAC | Delta-related drags in 2021 but stronger 2022 in view
Posted by Simon Knapp on Sep 27, 2021
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the pandemic, probably more so...
Australia | Alternate recovery paths shaped by key risks
Posted by Thomas Rudgley on Sep 21, 2021
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021 and early-2022....
Denmark | Vaccination has limited the Delta variant to a downside risk
Posted by Rory Fennessy on Aug 18, 2021
The flash release estimates that GDP expanded 2.2% in Q2, slightly better than our 2.1% estimate, pushing the Danish economy above its pre-pandemic...
APAC | Limited vaccination holds back recoveries
Posted by Louis Kuijs on Jul 13, 2021
A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case load is low...
US | Green shoots of recovery emerge with vaccine rollout
Posted by Tourism Economics on Apr 20, 2021
The next stage of the US travel recovery has commenced. After a challenging fall and winter, signals are turning positive. Travel activity picked up...
Denmark | Country Economic Forecast April
Posted by Rory Fennessy on Apr 16, 2021
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the rest of the year. Given...
MENA | Aramco pay-out; vaccination rollout; ‘Operation Dh300bn’
Posted by Ahmad Esam on Mar 26, 2021
Saudi Aramco fulfilled its $75bn dividend pay-out promise in 2020, despite a44% drop in profits. The company transferred SAR413bn to the government,...