Market

The Global Upturn Consolidates

Our growth forecasts for the 14 main markets in Asia Pacific continue to edge up, reflecting two broad forces.         First, the global recovery is gradually picking […]

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Market

ASEAN’s Frontier Markets

The markets remain small, poor, and risky, but a dynamism is apparent in all three of ASEAN’s so-called “Frontier Markets” of Cambodia, Laos, and Myanmar.   Asia CEO Forum and […]

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Market

The Transformation of China

Too often the discussion about China focuses on its growth figures when the real story lies in the massive transformation underway across key segments of the economy.  Beijing continues to […]

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Market

Philippines: the Five-Year Outlook

A solid market for many firms over the last five years, the Philippines presents plenty of risks and a poor operating environment, but also an undeniable, and sustainable, economic vitality. […]

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Market

The Rise of Xi Jinping & his OBOR Initiative

How Asia will work from 2018 onwards was partly on show in May at the One Belt, One Road or “OBOR” meeting in Beijing. Chinese media set a new benchmark […]

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Market

Is Digital Marketing in China Replacing the Sales Team?

China’s unique digital environment, combined with its considerable market size and large base of early adopters, present a strong case for giving more autonomy to local marketing teams. The Great […]

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Market

Consumers Underpin Asia’s Growth; Policy & Capex Set the Speed Limit

Over recent decades, Asia’s growth has increasingly been defined by domestic demand, particularly from consumers. Consumers now dominate in Asia’s growth outlook, but the story varies enormously by country. Japan […]

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Market

A Global Recovery… but Rising Geopolitical Risk in Asia

Many indicators suggest that the global economy entered a broad upturn in the last quarter of 2016. If it runs through mid-2017, it will be the best upturn since global […]

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Market

China’s Mixed Outlook

While demographics play a major role in China’s slowdown, so too do policies to rebalance the economy toward growth driven by consumers, services, and higher value-added industries. Rebalancing is essential […]

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Market

Asia’s Growth & Riding the Global Recovery

We’ve lifted our global growth forecast for 2017 to reflect a broad global demand recovery, which is particularly notable in the Euro area and quite a few emerging markets outside […]

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Market

The Key to Asia’s Outlook

The key to Asia’s outlook lies in consumer demand, mostly in the emerging markets of China, ASEAN, and India. One of the most important variables for business planners will be currency […]

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Market

The Struggle to Sustain Growth in Asia

Asia’s consumers have been central to the region’s capacity to sustain growth through recent years of weak global demand. The cost has been a quick rise in consumer debt, which […]

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Market

China’s Abrupt Slowdown

After real growth of 10%pa for the 20 years to 2014, growth will halve to 5%pa for the 2015-20 period and drop to 4% by 2021.  The abrupt nature of […]

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