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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…

More upheaval may await Europe’s carmakers

Location:

EU

Speculation that Europe’s carmakers might be exploring partnerships to produce more affordable electric vehicles (EVs) and withstand global competition, particularly from China…

US weight-loss drug market will expand amid obstacles

Location:

UNITED STATES

Demand for the company's type 2 diabetes treatment, Ozempic, and its higher-dose version, Wegovy, has surged since November when the US Food and Drug Administration (FDA) approved…

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…

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…

Migrants could help US urban areas if allowed to work

Location:

UNITED STATES

Curbing migration across the US southern border has become a major source of bipartisan tension, but often lost in the political arguments is the extent to which migrants are…

Low savings limit Japanese spending and GDP growth

Location:

JAPAN

The economy slowed sharply in the second half of 2023. Consumption is lower than a decade ago, as a consequence of population ageing and insufficient savings, which reflects a…

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…

Any recovery from the UK recession will be very modest

Location:

UNITED KINGDOM

Government measures to boost the economy, including tax cuts in November, are having little effect. There is little scope for further stimulus in the March budget. Political…

China will keep treating private firms with disfavour

Location:

CHINA

The NPC Standing Committee that same week expanded the State Secrets Law. Information clampdowns denting business confidence undermine efforts to boost the private sector and…