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Macroeconomics, risk and global trends reports
Canada exchange rate outlook Q2 2016
The Canadian dollar has tumbled over the past year, as prices for key commodity exports fell. Could we see a rebound in 2016? If oil prices recover...
China economic focus April 2023: a lacklustre recovery for industry
The industry sector and related commodity demand had a weak Q1 despite solid GDP growth. A strong industrial production rebound could be delayed to...
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus March 2023: time for changes
The new government in China needs to issue new policies to accelerate economic recovery. However, the lower-than-expected 5% GDP target signals tha...
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
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