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Russia's overheating economy will cool

Location:

RUSSIA

Soaring government spending, driven by the war in Ukraine, has pushed economic activity beyond levels many thought possible given the available supply of labour and capital. Yet…

Tariffs will shape Chinese EV-makers’ strategy

Location:

CHINA

China has responded to the duties via retaliatory probes on EU imports, seeking leverage in negotiations that might settle the dispute. Otherwise, Chinese EV firms face a choice…

Vostok Oil project will define Russia’s oil future

Location:

RUSSIA

Vostok is expected to produce 2 million barrels per day (b/d) by 2030, with all exports going via the strategically important Northern Sea Route (NSR). The Kremlin hopes it will…

Myanmar junta will lose further ground in near term

Location:

MYANMAR

The resistance to the junta, including People’s Defence Forces aligned with the anti-junta National Unity Government (NUG) as well as ethnic armed organisations long pitted…

Geopolitical tensions test Taiwan’s chips industry

Location:

INT

China's claim to Taiwan as a province destined for reunification, coupled with the growing geopolitical rivalry between Beijing and Washington, makes the island a significant…

Ukraine war fuelling economic growth in Central Asia

Location:

CENTRAL ASIA

Economic growth in Central Asia has been strong since the COVID-19 pandemic. Shifts in trade and financial flows due to the war in Ukraine have boosted output. Rising investment…

Gazprom’s finances may never recover

Location:

RUSSIA

In its 2023 financial statements, the energy giant reported a loss of RUB629bn (USD7.4bn at the average exchange rate for 2023), an extraordinary reverse compared to the USD17.5bn…

Regional economic output will keep growing in Russia

Location:

RUSSIA

The deterioration in regional finances is driven by falling incomes in oil-producing regions and higher spending by regional governments. Economic activity is recovering after…

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…

China’s exports will recover but trade sanctions loom

Location:

CHINA

Chinese exports grew by 7.1% year-on-year in US dollar terms, while imports expanded by 3.5%. The trade gap narrowed to USD39.7bn in February. Export growth was buoyed by rapid…