Filter all of our publications to find the ones about the geography you are most interested in.
Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
Sort our publications chronologically from newest to oldest, regardless of geography and/or topic matter.
Sort publications according to the number of time reads by our users, regardless of geography and/or topic matter.
April 23, 2025
In this global scenario where very little is certain, the transition to a decarbonized economy is also being called into question. The US decoupling in climate policies and the promotion of renewable energy seems clear.
April 22, 2025
China’s banks face headwinds in 2025 amid weak credit growth, low profitability, and property sector stress. Narrowing interest margins and declining lending rates have pushed ROA and ROE to record lows. Real estate woes, LGFV debt, and US tariffs weigh heavily on the sector, while links to shadow banking grown modestly.
April 7, 2025
In the 21st century, history is again being challenged by a wave of protectionism from the United States. President Donald Trump has just announced a barrage of tariffs that marks the country's biggest protectionist offensive in almost a century.
March 13, 2025
Amid the China-US trade war, we still raised our China 2025 and 2026 GDP forecast due to the jumbo size stimulus package, the new growth engine high-end manufacturing to support growth and lower-than-expected tariff imposed.
March 3, 2025
The "two sessions" will discuss the most important issues ranging from the summary of last year economic achievements, to the announcement of 2025 key economic targets; from the continuation of the jumbo size stimulus package to outlining the blueprint of “Chinese-style modernization” with focus on high-end manufacturing.
February 27, 2025
The RMB is steadily growing as an international currency, with rising use in payments, trade finance, investment, and reserves. However, it still lags behind the USD and EUR. Factors like geopolitical shifts, financial market reforms, and alternative payment systems (CIPS) continue to shape its trajectory.
February 19, 2025
This report examines U.S. reciprocal tariffs on Asian economies after President Trump’s announcement to match trading partners' tariffs. Findings show these tariffs won’t significantly cut U.S. trade deficits, as imbalances stem from comparative advantages, supply chains, and production costs, not tariff rates.
January 20, 2025
Amid fears of escalating US-China tensions in Trump 2.0, questions about Hong Kong's USD peg have emerged. The HKMA remains committed, supported by strong reserves and political backing. While abandoning the peg is unlikely short-term, external shocks and geopolitical shifts highlight the need for long-term alternatives.
