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Featured reports

Insight

One big, seismic shift in US energy policy

Power supply policies must adapt to maintain US leadership in AI

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Insight

China economic focus July 2025: is another supply-side reform on the cards?

Chinese industries have excess capacities that are advanced in technology and low in cost.

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Insight

China economic focus June 2025: is the 5% growth target within reach?

The Chinese economy will see more headwinds in the second half.

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Insight

Global economic outlook Q1 2025: can momentum trump uncertainty?

The global economy has good momentum, but a tariff war looms.

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Macroeconomics, risk and global trends reports

Insight

Trade wars: US and China

US trade policy has been quiet since President Trump withdrew from the TPP in late January. That could all change, following the confirmation of Co...
Insight

Trump talks tough on trade: what are the implications?

The Trump administration has announced a further round of protectionist trade measures, aimed at China. They include tariffs on imports and restric...

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