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Mar 13, 2020 | China

Covid-19: A timid "whatever it takes" from policy makers across Europe

Containment measures could cost between 0.7pp to -3.0pp of GDP growth depending on the country and the severity of the lockdowns.

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Mar 10, 2020 | China

Covid-19: After a lost quarter, 75% of the Chinese economy is back

We expect full resumption of Chinese economic activity by the end of April.

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Feb 13, 2020 | Vietnam

EU-Vietnam FTA: EUR3.7bn of additional trade per year

The top EU sectors that will benefit the most are agrifood, energy and machinery.

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Feb 06, 2020

Don't judge the inflation book by its cover

Inflation expectations are best revealed by those who have skin in the game.

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Feb 03, 2020 | Hong Kong

Hong Kong: The recession is likely to deepen in Q1 2020

Hong Kong’s GDP declined again in Q4 2019, by -0.4% q/q from the previous quarter.

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Jan 31, 2020 | China

Coronavirus outbreak in China: Risks of supply chain disruption increase with time

The hit to China’s GDP y/y growth could amount to c. 1pp, mostly over Q1 2020.

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Jan 17, 2020 | China

China: The slowdown is managed, but not over

China’s GDP growth came in unchanged at +6.0% y/y in Q4 2019.

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Jan 16, 2020 | China

U.S.-China trade deal: No biggie, but de-escalation confirmed

The U.S. will halve its 15% tariff on about USD120 billion of Chinese goods and suspend planned duties that were set to take effect last December.

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Jan 16, 2020 | Taiwan

Taiwan election: Decoupling from China remains top of mind

Tsai Ing-wen was reelected as president of Taiwan on 11 January in a landslide victory against runner-up Han Kuo-yu.

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Jan 09, 2020 | Outlook, Insolvency, Asia-Pacific, Latin-America, Middle East, North America, Western Europe, China, Hong-Kong, India, Japan, France, Germany, Italy, Spain, Greece, United States

Global Insolvency Outlook 2020: A softer but broader based rise in corporate insolvencies

In 2020, business failures are set to rise for the fourth consecutive year (+6% y/y). The combination of a low-for-longer pace of economic momentum, notably in advanced economies and in the industrial sector, and the lagging effects of trade disputes, political uncertainties and social tensions, will keep companies under pressure.

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