Economy, Finance and Trade

Standardised coverage and timely analysis helping you to understa...

Standardised coverage and timely analysis helping you to understand the economic drivers, including GDP, external trade, consumption and leading indicators such as business and consumer confidence, underpinning consumer markets.

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Strategy Briefing

Global Economic Forecasts: Q2 2024

Apr 2024

The global economy continues to witness resilience, supported by easing inflation, improved supply conditions and labour market strength. While an economic normalisation is underway, growth remains stagnant and below potential on the back of a…

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Strategy Briefing

Global Cities Trends

Mar 2024

This briefing provides a global perspective of the key trends occurring in cities over 2018 -2023. It goes on to provide forecast data and insights for cities over 2024-2040, covering areas such as the economic, population and consumer spending…

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Strategy Briefing

Global Business Dynamics Trends

Mar 2024

A tight labour market, persisting supply chain disruptions and elevated economic uncertainties cloud the business environment globally. Despite the challenges, there are opportunities for businesses to transform, innovate and build resilience in the…

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Strategy Briefing

Global Inflation Tracker: Q1 2024

Mar 2024

This report examines inflation levels and drivers globally and in key countries in 2024. Global inflation is moderating, although divergence among the key economies remains. Supply chain and commodities markets disruptions remain the key risks for…

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Strategy Briefing

Global Economic Forecasts: Q1 2024

Jan 2024

Global growth is set to slow in 2024 as a result of high cost pressures for businesses and consumers, especially high interest rates. Asia Pacific will continue to stand out as the main global growth region while advanced economies decelerate.…

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Strategy Briefing

Top Five Digital Consumer Trends in 2024

Jan 2024

Technological advances in 2024 will continue to reshape consumer behaviour. This annual report explores the top five digital shopper trends that will redefine commerce the most in the year ahead. Some of the trends included in this report’s edition…

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Strategy Briefing

New Economic Reality: Navigating High Interest Rates

Dec 2023

Following a decade of low borrowing costs, businesses and consumers now face increasing financial pressure due to a surge in interest rates in 2023. High interest rates have far-reaching consequences on economies, businesses and households, impacting…

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Strategy Briefing

Global Inflation Tracker: Q4 2023

Nov 2023

This report examines inflation levels and drivers globally and in key countries in Q4 2023 and 2024. Global inflation is moderating, although divergence remains among the key economies. Higher volatility in the energy markets and disruption of…

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Strategy Briefing

Global Economic Forecasts: Q4 2023

Oct 2023

The global economic outlook has further improved in the second half of 2023, supported primarily by the resilience of the US economy. Yet, conversely, global growth expectations for 2024 have declined and even fallen below the rate of 2023. This…

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Strategy Briefing

New Economic Reality: Geopolitical Risks and Globalisation Reset

Oct 2023

The global economy is facing weaker growth and increasing fragmentation, as a result of rising geopolitical tensions, especially due to the war in Ukraine and the US-China strategic rivalry. Protectionism, industrial policy and a focus on resilience…

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Strategy Briefing

Global Inflation Tracker: Q3 2023

Aug 2023

This report examines inflation levels and drivers globally and in key countries. Global inflation is moderating, although divergence among the key economies increases. Higher volatility in the energy markets and disruption of agricultural commodities…

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Strategy Briefing

Global Economic Forecasts: Q3 2023

Jul 2023

The global economy remains in the midst of a significant slowdown in Q3 2023. Economic activity is dampened as businesses and consumers globally face persistent inflation and further rises in interest rates in most countries. However, strong labour…

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Strategy Briefing

Sub-Saharan Africa: A Rising Economic Frontier?

Jul 2023

The report analyses the economic state of Sub-Saharan Africa. It seeks to assess the opportunities in the region against the backdrop of its young, large and fast-growing population, as well as the bottlenecks Sub-Saharan Africa faces, including…

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Strategy Briefing

New Economic Reality: Rising Energy Pressures

Jul 2023

The global energy crisis has had far-reaching implications for consumers, businesses and entire economies, highlighting the importance of the global energy transition and boosting energy efficiency, while creating opportunities for innovation and…

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Strategy Briefing

Affordability, Value and the Cost of Living: Cities as Hubs of Consumer Spending

Jun 2023

Cities are hubs for spending, with 80% of expenditure expected to be generated by urban areas in 2023. Spending growth in 2023 will, however, be sluggish, as cost of living challenges force consumers to be more conservative in their expenditure. Over…

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Strategy Briefing

Global Inflation Tracker: Q2 2023

May 2023

This report examines inflation levels and drivers globally and in key countries. Global inflation is moderating, although volatility in the energy markets and faster consumption growth in China are among the key risks that could increase inflation.…

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Strategy Briefing

Affordability, Value, and the Cost of Living

May 2023

Global consumers are struggling with the cost of living crisis, as inflation remains high while household income growth lags. Consumers are adopting recessionary habits, such as trading down and being more selective in their spending. Rather than…

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Strategy Briefing

Global Trends in Commodities Market

May 2023

This report provides a global overview of commodity market trends from 2017 through to 2022, including price forecasts up to 2024 for the key commodities in the Agriculture, Energy and Metals sectors. Insights analyse long-term global trends that can…

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Strategy Briefing

Global Economic Forecasts: Q2 2023

May 2023

The global economy is forecast to slow considerably in 2023. This comes as businesses and consumers remain constrained by the adverse combination of persistent inflation and high interest rates. Amidst the sharp slowdown, growth prospects have…

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Strategy Briefing

New Economic Reality: Transforming Uncertainty into Opportunity

Apr 2023

Businesses and consumers are facing a new economic reality as the global economy enters a period of slower growth and high inflation, while energy pressures, rising cost of capital, tight labour market, geopolitical risks and a reset of globalisation…

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