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US trade exposure to China will remain high

Location:

CHINA/UNITED STATES

In January-November, imports of Chinese goods dropped more than 20% year-on-year. China’s share of total US imports plunged to 13.9% from 16.7% in the same period in 2022, while…

Farmer protests will disrupt EU trade relations

Location:

EU

Potential deals with Mercosur and Australia are already in doubt, partly due to agricultural sensitivities, and other projected agreements, for example with Thailand, could also…

AI use in the fashion industry will proliferate

Location:

INT

Firms in this sector are deploying AI in functions as diverse as consumer behaviour analysis and product development to supply chain management and marketing. The fashion industry…

China’s economic targets will get trickier to achieve

Location:

CHINA

The GDP growth target of 5% and the urban job creation target of 12 million are unchanged from last year, but harder to achieve as the post-pandemic rebound fades and large-scale…

China's consumption growth will slow

Location:

CHINA

Services including healthcare, entertainment and travel flourished while the share of housing in overall consumption fell, reflecting property-market troubles. Markedly lower…

US retail media advertising expenditure will multiply

Location:

UNITED STATES

Although the growth rate reverted to trend following the 35% growth seen during the pandemic-related e-commerce surge in 2021, digital advertising now accounts for three-quarters…

Investor concern may impact Australian emission target

Location:

AUSTRALIA

Although one-third of Australian electricity now comes from clean sources, a series of regulatory issues and infrastructure project delays is leading to an exodus of private…

Ultra-low China CPI alters domestic and world dynamics

Location:

INT

This ultra-low inflation environment poses new challenges for China's development prospects. It underscores mounting structural problems and weakens the confidence of consumers…

Recovery of Russian consumption is likely to moderate

Location:

RUSSIA

Strong household demand, now restored to pre-war levels, mitigated the impact on GDP of falling exports last year. The consumer market is profoundly changed, with new brands from…

Diamond sanctions will have a modest impact on Russia

Location:

RUSSIA

The ban will be extended by the end of the year to include diamonds polished in third countries, lab-grown diamonds, as well as jewellery and watches containing diamonds. The new…