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Expert briefing
Publication date: 27 February 2024

Record levels of defence spending have led to surging demand for inputs used to manufacture military equipment, driving up output across various sectors. However, evidence of…

Expert briefing
Publication date: 22 April 2024

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…

Expert briefing
Publication date: 5 April 2024

The war in Ukraine, Western sanctions and the redirection of external trade away from Europe towards new partners all required a surge in investment. The bulk of new investment…

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