Most recent posts from Asia

Global trade is reconfiguring, expanding faster than GDP despite protectionism. The artificial intelligence (AI) boom is the main driver, with 30% annual growth in related goods, which now account for almost 20% of total trade.

The global economy faces a complex outlook. The three most significant recent developments affecting economic activity are rising geopolitical tensions, the hawkish shift by the Fed and the ECB, and higher long-term interest rates. Private investment, driven by AI, and fiscal spending continue to support growth.

Chinese economy is domestic driven and Iran war’ impact on China’s economic growth and inflation has been limited compared with other Asian economies.

On May 28, three months will have passed since the outbreak of the latest conflict involving the United States, Israel, and Iran. The crisis has brought renewed attention to the Strait of Hormuz, the narrow waterway that serves as the sole maritime gateway between the Persian Gulf and the Indian Ocean.

This presentation provides an overview of global military expenditure trends in 2025, drawing on the latest data released on 27 April by the Stockholm International Peace Research Institute (SIPRI).

The Chinese economy grew by 5% in 2025 driven by exports, despite weak domestic demand and the real estate crash. 4.5% growth is expected for 2026, supported by stimuli and measures against industrial overcapacity. Reflation narrative is on the rise amid the Iran war.

Las medidas geoeconómicas de EEUU como barreras comerciales, sanciones y tarifas, junto con los importantes acontecimientos geopolíticos que se han producido a lo largo del año 2025, han provocado un fuerte aumento de la incertidumbre en materia de política económica y de las medidas de aversión al riesgo a nivel mundial