China Daily: Economists’ take on China’s economic outlook in 2024

Japanification risk – down, but not out

Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or deflation – has increased in Asian economies like China but declined in Europe. However, some of the changes may not be permanent. Economies are still settling down after the upheavals of the pandemic and some key underlying drivers of Japanification remain in place.

The Deglobalisation Myth: How Asia’s supply chains are changing Infographic

Rapid ageing a tailwind for the aged care sector in Asia Pacific

We believe aged care is emerging as a prominent sector in Asia with a robust growth outlook.

The Deglobalisation Myth: How Asia’s supply chains are changing

Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the last five years. Amid a volatile world economy, swiftly evolving supply chains are minting new winners and losers in global trade.