Our Insights

As shipping traffic through the Strait of Hormuz grinds to a halt and Iranian attacks shutter some of the world's biggest oil and LNG facilities, Asia risks economic pain.

Thailand’s shrinking labor force poses an increasing challenge to the economy. Some promising post-pandemic trends have withered, and there are fewer younger workers seeking to join the employment market than there used to be.

Is the world in for some welcome relief after the 2024-25 rebound in global food-price inflation, or is the situation merely flattered by comparisons with last year?

One of the surprising consequences of the AI boom has been a global memory-chip shortage. To feed the insatiable AI demand, semiconductor firms switched capacity to more profitable, cutting-edge categories (such as high-bandwidth memory, used in AI accelerators and data-center graphics processing units).