INT
Japan will be a policy pioneer for advanced nations
Last month Japan’s stock market hit a record high, 34 years after the last record, and the BoJ loosened monetary policy
InternationalIndonesia oversupply will further tighten world nickel
The nickel market will be under pressure from oversupply and from its environmental unfriendliness into the 2030s
InternationalUltra-low China CPI alters domestic and world dynamics
Persistent low inflation in China poses both domestic and global challenges
InternationalChina’s economic targets will get trickier to achieve
The economic targets for this year are unchanged from 2023 and innovation has replaced consumption as the top priority
ChinaGeopolitics of AI technical standards will heat up
Technical standards for artificial intelligence (AI) will emerge slowly but geopolitical rifts over it will be intense
InternationalCommercial property poses risks for narrow focus banks
The long commercial property downturn poses significant risk for banks that are highly or narrowly exposed to it
EuropeNo easy fix to fertiliser non-greenness
Nitrogen-based fertilisers are essential for food output but also a source of carbon emissions and nitrogen pollution
InternationalDivergent rules raise sanctions compliance risks
Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks
International
