Real assets

Commentaries, podcasts and analysis

Germany just avoids technical recession

Germany just avoids technical recession

Political disquiet may yet undermine robust economic fundamentals ...
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Italy downturn points to troubled summer

Italy downturn points to troubled summer

League’s Euro poll strength will be crucial ...
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Financing emerging Asia infrastructure

Financing emerging Asia infrastructure

Private sector must redouble efforts on much-needed projects ...
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Italy headed for ‘vicious’ debt crisis

Italy headed for ‘vicious’ debt crisis

Government actions eroding investor trust ...
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May election muddies India’s outlook

May election muddies India’s outlook

Government pressure shifts RBI stance towards easing ...
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Powell should ease US monetary policy

Powell should ease US monetary policy

Large fall in US equity prices demands prompt Fed response ...
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Proper perspective on emerging risks

Proper perspective on emerging risks

Global economy slowing, but still very strong ...
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Asia likely to improve trade deals

Asia likely to improve trade deals

This month’s poll focuses on global trade integration. Participants were asked: ‘Which ...
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Asean economic integration

Asean economic integration

Greater integration in the Association of Southeast Asian Nations, which some forecasters ...
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Latin America can secure recovery in 2018

Latin America can secure recovery in 2018

Continuing reform and investment essential to lift potential growth ...
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Chinese dilemma as growth accelerates

Chinese dilemma as growth accelerates

Sustaining growth versus deflating credit ...
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Trump triumphant

Trump triumphant

Denial over presidential success ...
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