International

  • Apr 2
  • 7 min read

Ultra-low China CPI alters domestic and world dynamics

Persistent low inflation in China poses both domestic and global challenges

International
  • Mar 27
  • 6 min read

Geopolitics of AI technical standards will heat up

Technical standards for artificial intelligence (AI) will emerge slowly but geopolitical rifts over it will be intense

International
  • Mar 26
  • 7 min read

Commercial 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

Europe
  • Mar 20
  • 7 min read

No easy fix to fertiliser non-greenness

Nitrogen-based fertilisers are essential for food output but also a source of carbon emissions and nitrogen pollution

International
  • Mar 18
  • 7 min read

Divergent rules raise sanctions compliance risks

Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks

International
  • Mar 11
  • 7 min read

Iron ore is set to face a supply surplus from 2025/26

Iron ore -- the best industrial commodity performer in 2023 -- will be well supported by fundamentals this year

International
  • Mar 7
  • 7 min read

Technology offers hope in tackling water scarcity

Improvements in technology, and cooperation in using it, could help to address water shortage challenges worldwide

International
  • Mar 5
  • 7 min read

Decarbonising steel will be a long-term challenge

Steel output accounts for 7% of global carbon emissions and decarbonised steel production capacity remains minimal

International