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ASEAN: The Definitive Connector Economy in a Realigned World
Reports

ASEAN: The Definitive Connector Economy in a Realigned World

The shifting tectonic plates of the global economy, characterised by persistent trade fragmentation and the imperative of supply chain diversification, have elevated the Association of Southeast Asian Nations (ASEAN) into a new and definitive role: the "connector economy".
Malaysia's construction rebound
Reports

Malaysia's construction rebound

Malaysia's healthy growth is finally being reflected in a post-Covid construction pickup.

We've charted the correlation of property and construction stocks on the Kuala Lumpur exchange (Bursa Malaysia) with new starts for residential property and retail space.
UK productivity and tax dilemmas ahead of Reeves' budget
Reports

UK productivity and tax dilemmas ahead of Reeves' budget

Chancellor Rachel Reeves will present the UK’s budget on Nov. 26. At the heart of her challenge is maintaining fiscal discipline while stimulating growth at a time of economic malaise.

Quants Corner

Quants Corner | CEIC Inflation Nowcast
Quants Corner

Quants Corner | Hanging Your Hat on Now Versus Then

In this Quants Corner we are utilizing some of the nowcasts developed by CEIC which is part of ISI Global Markets’ Data & Analytics division. Using CEIC’s Inflation and GDP Nowcast series, we construct and evaluate macro-level factors as quantitative investment signals across multiple asset classes, including equity country indices, currencies, and investment-grade bonds.

Articles

Indonesias nickel-processing boom hasnt trickled down to notably higher local wages
Articles

Indonesia's nickel boom has barely helped wages

For Indonesia, sluggish income growth has been a persistent issue. It's not just the case for graduates in Jakarta: our granular datasets show how workers in Central Sulawesi are seeing limited benefits from the province's historic nickel boom.
Mexican card transactions most spending categories are seeing a growth slowdown
Articles

Mexican credit-card data reflects weaker consumer confidence

High-frequency spending data from credit and debit cards provides a near-real-time look at Mexico’s worried consumers and sluggish economy.
Apple has long been the No 1 smartphone brand by online sales value in China though it had lost ground from 2023 peak
Articles

Apple recovers its footing in China

After several years of shrinking share in China's hyper-competitive smartphone market, Apple appears to have regained ground after launching the iPhone 17.

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