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International fossil fuel subsidies will weigh heavily

Location:

INT

In 2022, direct and indirect fossil fuel subsidies cost USD7tn (7.1% of global GDP)

Lower near-term EM risks raise long-run opportunities

Location:

INT

The near-term risk of defaults in emerging market (EM) sovereign debt markets is easing

Taiwan presidential poll will be tighter than expected

Location:

TAIWAN

Polls indicate a dip in presidential frontrunner William Lai Ching-te’s popularity ahead of January's elections

Insecurity will drive Africa defence spending growth

Location:

AFRICA

A number of countries in the Sahel and Great Lakes have substantially increased defence spending

Russian economy is showing signs of overheating

Location:

RUSSIA

The invasion of Ukraine and the increase in military spending are causing the economy to overheat

Rising Argentina poverty brings long-term challenges

Location:

ARGENTINA

Urban poverty rose from 40.1% in the first half of 2023 to 41.7% in the second, with indigence up from 9.3% to 11.9%

Israel’s Gaza war aims will founder on contradictions

Location:

ISRAEL

Prime Minister Binyamin Netanyahu is playing a short-term tactical game, at home and abroad

This downturn will be more job-rich than past slumps

Location:

INT

Employment recovered far faster from the pandemic global recession than past crises, and remains historically strong

Middle East FDI inflows will vary widely

Location:

MIDDLE EAST/NORTH AFRICA

Foreign direct investment (FDI) to the Middle East is limited by high barriers and political and security concerns

Water demands of AI will elicit rising scrutiny

Location:

INT

Research into AI's ‘thirst’ for fresh water is proliferating