Bilal Hafeez
Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community.
Richard Jones and Sam van de Schootbrugge
To give a taste of how each team (and their country) will fare, we’ve asked our network for their views. We’ve asked people the following questions...
Bilal Hafeez
Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).
Sam van de Schootbrugge
A new Journal of Economic Modelling paper develops a real-time monitoring system of macroeconomic prosperity, which it applies to China.
Sam van de Schootbrugge
A new NBER working paper, co-authored by prominent economist Ken Rogoff, highlights long-term imbalances in China’s real estate market.
Ben Ford
John left his US equity ETF biases However, in the process, he has strongly reiterated being underweight equities, homebuilders, and consumer staples, and overweight energy...
Bilal Hafeez
James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX)...
Bilal Hafeez
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank.
Dominique Dwor-Frecaut
Japan has been contending with deflation and implementing quantitative easing (QE) since the 1990s, well before other advanced economies...
Bilal Hafeez
In this report, we standardise price changes across different markets to allow for cross-market comparisons...
Bilal Hafeez
We’ve had great feedback on this new report. This shows that there is much demand for standardising performance across diverse markets...
Dominique Dwor-Frecaut
Since the pandemic, the US trade deficit has nearly doubled. This is largely due to the goods deficit widening, with the services surplus...
Caroline Grady
Taiwan’s currency and stock market have come under pressure from an unprecedented spike in new COVID cases. The island is now under a...
Caroline Grady
Six consecutive days of above 300,000 new COVID cases are taking their toll. On Sunday, Delhi extended its six-day lockdown...
Caroline Grady
A global growth rotation from China to the US this year leaves downside risks for the rest of Asia given trade flow patterns...
Sam van de Schootbrugge
For decades, many have questioned the accuracy and authenticity of Chinese official GDP figures. And a period of abnormally smooth...
Caroline Grady
A shortage of shipping containers is not the most obvious constraint on the post-COVID recovery. But it is potentially one of the biggest...
Rafael Halpin
The idea that China must cut rates seems like a non-starter. It was the only major economy to clock positive GDP growth last year...
Sam van de Schootbrugge
Former US President Donald Trump significantly escalated, if not began, the US-China trade war with two executive orders on 31 March 2017...
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