Our Insights

Are you a portfolio strategist or Investment manager interested in some of the world’s fastest-growing markets – and how they might be affected by US tariffs?

We invite you to download our ASEAN chart pack, which examines Singapore, Thailand, Vietnam, Malaysia, Indonesia and the Philippines.

In the Philippines, inflation has typically been somewhat higher than the rest of the ASEAN-6; price increases are mostly driven by food – which is often imported – and accounts for almost a third of the consumer price index (CPI). In that context, CEIC's proprietary Daily Food Price Index is showing promising trends.

CEIC continues to watch Donald Trump's tariff plans for America's former NAFTA partners as his temporary exemption for Mexico (and Canada) expires at the end of this month. Some 83% of Mexico's exports go to the US. To identify the regions most at risk, we are revisiting one of our recently added datasets for Mexico, which offers granular, quarterly data by category and state.

For quite a long time, the Reserve Bank of Australia had been one of the world's more hawkish central banks. It remained concerned about stubborn inflation even as global counterparts started their pivot to easing.

A new range of data added to the CEIC platform takes a deeper dive into China's construction and real-estate industries. We charted the rate of change for real-estate investment against the equivalent figure for construction output (which also includes non-residential construction and other engineering projects).

Malaysia's overall economic good-news story has yet to trickle down into broad-based income growth for workers.

Some regions stand out for strong wages -- like Penang, home to a tech-driven "friendshoring" investment boom.

China's New Year (also known as the Spring Festival) is the nation's most important holiday. It's also a key moment for the economy; as people travel to reunite with family, we can gather key data points on travel, leisure spending and more. A year ago, we wrote that domestic mobility during the Spring Festival was sending encouraging signals about post-pandemic consumer confidence.

Germans will vote on Feb. 23 amid sluggish economic growth that has lagged behind European peers and weighed on the national mood. In the corporate space, high energy prices that followed Russia's invasion of Ukraine (and the sanctions that followed) disrupted Germany's export-oriented manufacturing model.

US inflation concerns have returned to center stage. More Federal Reserve cuts this year look less likely. Economists and consumers alike are becoming more worried that price increases will be too stubborn for the Fed to tame - even before any effects of President Trump's threatened tariffs feed through.

CEIC is pleased to announce the launch of its Point-in-Time (PiT) data offering, delivering over 10 years of meticulously maintained revised historical data—the longest revision history available in the market for the data sets carried by CEIC.

As we anticipated in our India budget preview, Finance Minister Nirmala Sitharaman struck a balance between growth-supporting measures and easing the country's long-term debt burden. Middle-class tax cuts grabbed the headlines. But the budget also addressed Prime Minister Narendra Modi's priorities in agriculture, labor-intensive manufacturing and exports. Changes to the electricity market were also of note: India wants more nuclear energy, and is liberalizing rules in this sector to attract more private and foreign capital.