All news in Economic Insights

Global inflation, potential US downturn and China’s real estate woes: The top macro themes for 2024

The consequences of the biggest global tightening of monetary policy since the early 1980s are becoming apparent. Several economies including Brazil, Chile, Colombia, Germany, Japan and the U.K. are already in or are nearing a recession.

Erik Norland, OpinionChief Economist and Executive Director CME Group

TRADE

Perception versus reality: how specialist banks are dispelling African trade’s high-risk myth

The perception that financing African trade is too “high-risk” for lenders is an oversimplification. While there are tangible risks involved, specialist banks can help to mitigate many of these risks for lenders

Damian Austin, OpinionChief Banking Officer at the British Arab Commercial Bank (BACB)

TRADE

As UAE-India trade grows, so too will INR currency futures

India’s rise as a key player in the global economy has sparked global investor interest in the rupee. With dynamic interest rates and geopolitical shifts on the horizon, not least in upcoming elections in India and the United States, attention turns to currency futures such as the INR/USD pairing as traders and companies seek to manage market risk and uncertainty

Ahmed Bin Sulayem, OpinionChief Executive Officer, DGCX

ECONOMY

Is global debt posing a risk to economies?

Higher interest expenses are already straining less-creditworthy governments and corporates, as well as lower-income households

Terence Chan, OpinionManaging Director, Senior Research Fellow, Credit Research, Asia-Pacific S&P Global Ratings

ECONOMY

The financial lessons from 2022 should not be lost in 2023

Heading into 2023, with the pandemic waning in the public discourse, there is much to look forward to. That said, the optimism should not betray the financial lessons that the global economy exuded in 2022

Ashok Sardana, OpinionFounder & MD, The Continental Group

ECONOMY

Navigating unpredictability in 2023 and beyond

The last three years have been full of unexpected events. It is not over; unpredictability has become the norm of a new investment era, with more inflation and less globalization

Maurice Gravier, OpinionIndustry Expert

BREXIT

As the tide goes out on UK Brexit ambitions, Gulf States should look to London

There are opportunities here for building the kind of partnerships the region needs to entrench a high-skilled, post-carbon economy at home

Paul McGrade, OpinionSenior Counsel, Lexington

As the tide goes out on UK Brexit ambitions, Gulf States should look to London

ECONOMY

Outlook 2023 – the year of the cool-down

Monetary policy tightening brings US and European economies close to a grinding halt, while in China, the outlook is determined by politics, not the economy. After the valuation reset across asset classes in 2022, we expect a further cool-down in growth and inflation for 2023, which is the right time to lock in attractive yields while looking for assets that will benefit from a recovery into 2024 as the year progresses

Christian Gattiker, OpinionHead of Research, Julius Baer

Outlook 2023 – the year of the cool-down

GLOBAL MARKETS

Perspective: The challenges Emerging Markets face, then and now

When I look at the world today through the lens of past EM market experiences, a perfect storm is brewing for indebted countries with undiversified economies

Daniel Chapman, OpinionManaging Partner

Perspective: The challenges Emerging Markets face, then and now

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