Our Insights

Donald Trump's first term reshaped the bilateral trade landscape between China and the United States. The US trade deficit with China stopped shrinking during the pandemic - but as our chart shows, this proved to be a temporary phenomenon over the longer term.

With Donald Trump threatening to slap tariffs on the rest of the world (and especially China), what will happen to confidence in emerging equity markets?

Donald Trump's return as president is expected to complicate global trade. What are the implications for Asia, and what lessons can we draw from his previous term?

With the US election just days away, we're revisiting our analysis of key swing states that will determine whether Donald Trump or Kamala Harris becomes President.

China's recently unveiled stimulus measures have brought attention to borrowing by sub-national governments

Malaysia's latest budget will see a significant increase in spending, with more resources allocated to education, healthcare and welfare.

Argentina has the highest per capita beef consumption in the world. However, President Javier Milei's tough austerity measures have led Argentines to cut back on their favorite food -- and the effect is so pronounced that it's driving down the nation's infamously high inflation rate.

The UK's Labour government announced its first budget, increasing taxes, spending and borrowing. Bonds dropped in the days after this expansionary policy was announced, as traders reduced bets on more than one Bank of England rate cut before the end of the year. The pound and most equities also fell.

CEIC Data, has been named as the Best Alternative Data Provider to the Buyside by Waters Technology, the financial services industry's premier provider of technology and data-related information.

Mexican manufacturing has thrived on the back of US "nearshoring,” but not all sectors are benefiting evenly. Vehicle exports have been outperforming significantly while the electronics industry slumps.

India's government has made concerted efforts to bolster its manufacturing base. The nation's banks, however, would rather lend to the nation's growing middle class.

China announced its stimulus package in September, as the third quarter was coming to an end. With official data now released for those three months, we can take a snapshot of the economy in charts: headline GDP was basically flat, but there were bright spots in services, consumption, investment and production.