Economic Insights

Feb 17, 2021

Our estimates show that an additional point in a country’s 2020 EDI score translated to +0.25pp GDP growth in Q3 2020 y/y.

Feb 15, 2021

As Italy’s new Prime Minister, Mario Draghi faces a double burden: weak growth momentum and a vaccination delay that could cost EUR10bn.

Feb 11, 2021

Amid surging demand for imports from China, a container shortage and a strengthening RMB are pushing up import prices for European firms.

Feb 09, 2021

China’s success in product assembly, marketing and design relies on huge chip imports.

Feb 08, 2021

After a year of low oil prices and low demand, the hit to profitability will continue in 2021 and 2022.

Feb 04, 2021

Biotech companies and Big Pharma are set to be the winners of the game at the expense of generic manufacturers.

Feb 03, 2021

After finishing 2020 on a high note with a vaccine light at the end of the tunnel, Europe now faces a moment of truth.

Jan 27, 2021

There is no country in Asia that doesn’t need pension reforms.

Jan 26, 2021

For the EU, US and China, the Covid-19 recovery is an opportunity to accelerate in the race to dominate energy transition industries.