Our Insights

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

Malaysia's food sector is adding jobs even more quickly than the electronics cluster
Reports

Malaysia's food sector is adding jobs even more quickly than the electronics cluster

More than 2 million Malaysians work in manufacturing; that accounts for about 28% of the formal workforce. By breaking down payroll data, we found that the food sector has become Malaysia's fastest job creator.
A global semiconductor slowdown? Early insights can be found in South Korea
Reports

A global semiconductor slowdown? Early insights can be found in South Korea

South Korea releases staggered, month-to-date foreign trade figures, providing 10-day and 20-day updates for the start of a calendar month. We've previously examined how this can be a useful and early proxy for neighboring East Asian economies. But given the outsized importance of South Korea's semiconductor sector, we can also use these figures to extrapolate demand for the global chip industry.
China’s consumer spending ticks higher – helped by subsidies
Reports

China’s consumer spending ticks higher – helped by subsidies

How much are China's consumers willing to spend instead of save? Since 2024, subsidy policies have helped push consumption higher after a post-pandemic lull.
Carney's Canada goes to the polls amid most economic uncertainty ever
Reports

Carney's Canada goes to the polls amid most economic uncertainty ever

Donald Trump's tariffs are the greatest economic challenge Canada has faced since the 1980s, according to an indicator that analyzes news flow. It's also the overwhelming challenge for new prime minister Mark Carney, who called an election for April 28 - less than two weeks after he took over the Liberal Party leadership from Justin Trudeau.
China loosens fiscal and growth targets ahead of next 5-year plan
Reports

China loosens fiscal and growth targets ahead of next 5-year plan

China's "Two Sessions" government meetings recently concluded. The event's speeches and economic policy documents provide more detail about China's growth targets and continued efforts to support the economy amid US tariffs and uncertainties in international trade.
The long shadow of the 2014 oil price crash in Malaysia
Reports

The long shadow of the 2014 oil price crash in Malaysia

Sapura Energy, once one of Malaysia's petroleum powerhouses, was stabilized in an intervention that demonstrates how ASEAN's largest oil exporter is still feeling the aftermath of last decade's price crash.
Bank of Japan's upward inflation spiral: unpacking forecast revisions with Point-in-Time data
Reports

Bank of Japan's upward inflation spiral: unpacking forecast revisions with Point-in-Time data

Two years ago, the Bank of Japan was seeking sustained inflation before it would end the world's last negative-rate policy. Today, we can illustrate how the central bank got its wish thanks to CEIC's market-leading Point-in-Time (PiT) datasets, which track the Bank of Japan's forecast revisions for inflation.
Canadian export slump on Trump threats has already shown up in daily shipping data
Reports

Canadian export slump on Trump threats has already shown up in daily shipping data

Less than a month after Donald Trump's inauguration, it appears that the US president's tariff threats against Canada were already showing up in high-frequency shipping data tracked by CEIC.
What's behind the rupee's increasing volatility? India's new central bank chief and Trump, probably
Reports

What's behind the rupee's increasing volatility? India's new central bank chief and Trump, probably

 Change is afoot for the Indian rupee. Sanjay Malhotra took the reins of the Reserve Bank of India in December; since then, a two-year de facto peg with the US dollar has been eased. As our chart shows, this period of very limited volatility for the USD/INR currency pair stands out.
China's bet on Indonesia's resources: it's not just nickel
Reports

China's bet on Indonesia's resources: it's not just nickel

 This week's charts on one of Asia's most interesting bilateral trading relationships expand on our visualizations of the Chinese-driven Indonesian nickel boom.
 Don't underestimate Australia's hot housing market: Point-in-Time tracks upward revisions
Reports

Don't underestimate Australia's hot housing market: Point-in-Time tracks upward revisions

Australia has long been known for its expensive housing market, particularly in Sydney. But even these robust price increases can be underestimated, as data revisions indicate.
How gold flows (and tariffs) distort the Atlanta Fed's recession model
Reports

How gold flows (and tariffs) distort the Atlanta Fed's recession model

As President Trump's tariffs roil markets and stir pessimism about a recession, the Atlanta Fed's nowcast of a US economy deteriorating in real time made the headlines.