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Japan will be a policy pioneer for advanced nations

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INTERNATIONAL

It took policymakers decades to tackle the consequences of the market crash, partly due to conservative caution; this experience has encouraged other states to be more…

Low savings limit Japanese spending and GDP growth

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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…

Dubai’s real estate sector will strengthen further

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UNITED ARAB EMIRATES

In contrast to many developed and emerging markets, real estate prices, particularly at the luxury end of the market, have risen strongly in 2023. Nevertheless, residential…

China’s property downturn resolution will take years

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CHINA

The housing market is experiencing its largest downturn, triggered by government action in 2020 to limit financial risks from the property sector by introducing debt ceilings for…

Investor confidence in Turkey will rise slowly

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TURKEY

The move is part of the government’s new more orthodox economic policy, which was adopted following President Recep Tayyip Erdogan’s re-election in May. The change of policy…

Turkey's return to economic orthodoxy may waver

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TURKEY

The statement implies that a return to economic orthodoxy is likely, following two years of unorthodox policies built around Erdogan’s preference for low interest rates. The…

Turkey’s policy uncertainty will worry investors

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TURKEY

The limited rate hike (annual core inflation is running at 47%) has undermined foreign investors’ hopes that President Recep Tayyip Erdogan’s new economic team would be free to…

Long commercial property downturn has lasting impacts

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INTERNATIONAL

Lower demand for office space, the unprecedentedly sharp increase in rates, and pressure for buildings to upgrade to meet environmental regulations and compete with home working…

Equity markets are more vulnerable than bond markets

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INT

The scope for looser policy remains uncertain given persistent inflationary pressures and the strength of the US labour market, while financial conditions are easier than when the…

Poland’s expected new government faces range of risks

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POLAND

Financial markets are betting that ending the Law and Justice (PiS) party’s eight-year rule will help unlock EU funds, strengthen Poland’s institutions and increase its…