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Macroeconomics, risk and global trends reports
China economic focus September 2025: What’s behind the investment downturn?
In the September China economic focus, we discuss the main reasons behind the slowing fixed asset investment growth: the anti-involution campaign, ...
Raising standards: the evolution of global emissions reporting frameworks
A lot has changed in emissions reporting since early 2024. Since then, there have been significant changes to major sustainability reporting framew...
Autonomous vehicles are taking off: How will they impact energy markets?
Up from zero a decade ago, Autonomous Electric Vehicles (AEVs) provide more than 350,000 rides per week in some of the largest transport markets in...
Global economic outlook Q3 2025: tariffs toughen
The global economy faces a challenging adjustment as escalating trade tariffs reshape international commerce. While the first half of 2025 showed r...
China economic focus August 2025: navigating a slowdown with policy supports
The Chinese economy saw signs of weakening in July. The slowdown was anticipated, but the scale was greater than expected. Since the start of H2, t...
China economic focus July 2025: is another supply-side reform on the cards?
In the July China economic focus, we discuss industries' actions to push back against mutually destructive competition, so-called “involution”, to ...
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