ECONOMIC RESEARCH

| Malaysia, Thailand, Indonesia, India, Vietnam, Philippines

What does Covid-19 mean for Emerging Markets?

Manfred Stamer, Senior Economist for Emerging Europe and the Middle East, explains.

| Malaysia, Thailand, Indonesia, India, Vietnam, Philippines

Emerging markets: How to fight Covid-19 without 'whatever it takes'

Emerging markets have unequal capabilities to fight a pandemic.

| China

China: In search of lost demand

We now expect the Chinese economy to fully resume only in June.

| China, Hong Kong, Taiwan, South Korea, Japan, Australia, New Zealand, Singapore, Malaysia, Thailand, Indonesia, India, Featured Reports, Vietnam, Philippines

Reopening the world: Beware of false starts

Managing the reproduction rate of the virus effectively will mean most economies will function at 70% to 80% of their potential for two-three quarters.

| China, Japan, India

Exiting the lockdowns: a tale of four stories

Epidemiological data suggest that few countries are already in a position to start deconfining.

| China, Hong Kong, South Korea, Japan, Singapore, Featured Reports

Managing the curves: Shaping a sustainable Covid-19 recovery

The Covid-19 pandemic represents a historic window of opportunity to accelerate the global transition to a net zero emission society.

| China, Hong Kong, Taiwan, South Korea, Japan, Australia, New Zealand, Singapore, Malaysia, Thailand, Indonesia, India, Featured Reports

Social Risk Index: Structural determinants of social risk

As the Covid-19 pandemic pushes the global economy into the worst recession since WWII, systemic social risk could become a more important factor of political risk and worsen the business climate in some countries.

| China, Hong Kong, Japan, Singapore, Featured Reports

Global trade: Recession confirmed, watch out for a double-whammy blow due to protectionism

Our proprietary Trade Momentum Index shows that Q2 is likely to see an even stronger contraction.

| China, Hong Kong, Singapore, Featured Reports

Rough landing: 2020 will be a terrible year for air transportation

Global demand in air transport will not return to its pre-Covid-19 level before 2023.

Don't judge the inflation book by its cover

Inflation expectations are best revealed by those who have skin in the game.