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  • US shocks – Quantifying the global impact - Updated Fri April 17, 2015

    • We model and assess the impact of US monetary policy shocks and US dollar strength on economies in Asia, Africa, the Middle East and Latin America. • The main shock absorbers are currencies rather than real economies, except in fixed-exchange-rat...

  • 08-Jan – Thailand’s prolonged political vacuum [CORRECTION] - Updated Wed January 8, 2014

    Top 3 data/events • China – Inflation likely remained benign in December • Indonesia – BI expected to keep rates unchanged • Europe – ECB and BoE likely to keep policy on hold • Market focus • Several event risks could disrupt the election, le...

  • 31-Jul – For your guidance - Updated Tue July 30, 2013

    Top 3 data/events • China – Weakness in manufacturing PMI likely continued • South Korea – Both headline inflation and exports likely picked up • Indonesia – Month-on-month inflation likely peaked in July • Market focus • The ECB and BoE use...

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Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.