Our Insights

Curated news and insights covering emerging and developed markets directly from CEIC's analysts worldwide.  

Increasing delinking of Indonesias rupiah from yield signals
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Indonesia’s rupiah breaks historic trend amid foreign outflows

Indonesia's rupiah has been approaching all-time lows, driven by persistent fiscal concerns. It's worth observing how a long-time relationship is breaking down.
Chinas Belt Road trading partners now account for 50 of exports and even greater share of imports
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Belt & Road: datasets tracking 12 years of multi-billion-dollar investment

CEIC recently added thematic datasets on the Belt and Road Initiative (BRI), China's signature international investment strategy.
Above-target inflation likely to justify an Australian rate hike
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Australia might soon pivot to rate hikes as CPI creeps higher

Australian inflation is proving to be both sticky and widespread – prompting a relatively swift reversal of last year's easing stance by the central bank.
Silver production peaked in 2016 and has fallen back
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Silver soars: green-energy demand and a supply deficit stoke speculative flows

Silver has become a major story. Parallels can be drawn with gold's rise to records, but silver has even more industrial uses than its precious-metal counterpart – especially applications relevant to the green-energy transition.
Thai baht rally seeking clues about companies repatriating funds in balance-of-payments figures
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Thai baht’s surprise strength is about corporate money flows, not just gold

The Thai baht was one of Asia's best-performing currencies in 2025, appreciating almost 10% against the dollar despite disappointing tourist numbers, political instability and US tariffs.
Imported Venezuelan oils importance to US diesel refining 2000
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Venezuela’s heavy oil and its history with US refineries

US President Donald Trump’s seizure of Venezuelan President Nicolas Maduro has driven renewed attention to the two nations’ historically intertwined energy industries.
Trade dependence between China and the US by industry
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Best of 2025: US-China trade themes dominated our most-read data stories

To wrap up 2025, we have compiled CEIC users' most-read and most-downloaded data stories and visualizations of the past 12 months.

The news flow was dominated by Donald Trump's tariffs; our users were particularly interested in their implications for China's trading relationships.
Mobility inside China demographic change in 2024 shows the job-pulling strength of the southeast coast
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Chinese demographics: southeast coast population is growing

China's population has been shrinking, but the demographic change is not uniform. Like Japan, workers are moving to employment hotspots.
Selected nations imports from China vs their inflation rate 2024 vs 2025
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China exports lower inflation to ASEAN and beyond

As a year of global trade realignment winds down, we're examining one of the side effects of Chinese overcapacity. The nation is effect exporting disinflation to other markets – especially the #ASEAN economies, with their "connector" role in global trade.
A tale of two Purchasing Managers Indexes in 2025
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Duelling US sentiment surveys: tech seems to make S&P PMI more bullish

Purchasing managers' index (PMI) surveys ask executives whether they believe business is improving. But which PMI is painting a more accurate picture of the economy?
US auto loan and credit card delinquencies are approaching post-GFC highs
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Auto-loan stress spreads across US households and lenders

Trends in the US consumer-finance sector are flashing warning signs. Auto-loan delinquencies recently rose past 5% for the first time since the early days of the pandemic; credit-card delinquencies have surpassed 12%.