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US chip bans begin to take their toll on China

Location:

CHINA

The short-term impacts of the growing list of US export controls in the sector are now becoming clear. They have triggered a range of responses and unintended consequences. These…

African populations are vulnerable to falsified drugs

Location:

AFRICA

Substandard and falsified drugs in Africa.

Nigerian government's self-sufficiency goals will lag

Location:

NIGERIA

Nigerian self-sufficiency push.

Russia seeks help from friends for sanctions evasion

Location:

RUSSIA

The US government has named Kazakhstan and many other countries as routes by which sanctioned goods have reached Russia, but has refrained from hitting them with secondary…

US chip controls on China will be an ongoing battle

Location:

CHINA/US

China has limited capacity to substitute for imports in this field over the next few years, so the critical factors will be US ability to enforce the controls and the extent to…

Emerging market assets cushioned by growth outlook

Location:

INTERNATIONAL

The sharp fall in global sovereign bond markets since late September is putting emerging market assets under pressure.

Australia energy policy will undermine emissions goals

Location:

AUSTRALIA

Recent economic data provide mixed signals for the economy, although GDP growth and inflation forecasts remain unchanged. The most important domestic risks to the economic outlook…

SOE reforms create new opportunities in China

Location:

CHINA

Reforms of China's state-owned enterprises.

Federalism will see disjointed Australia energy policy

Location:

AUSTRALIA

Australian gas exports and energy policy.

Despite dodging recession, Australia risks slump

Location:

AUSTRALIA

Australian GDP grew by 1.9% in 2016, lower than earlier forecasts by the Treasury and the Reserve Bank of Australia (RBA). The latest OECD Economic Survey, together with other…