Asia

Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of 2008, and the dot com…

Executive Summary   Copper prices still face substantial downside (15-20% from current levels). The global copper market is shifting from a deficit to a considerable surplus over the next 12 to 18 months. Global copper supply will likely grow by 4…

Executive Summary Iran Reaches Nuclear Breakout Biden And Putin Court The Middle East…

Listen to a short summary of this report.     Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows…

Executive Summary China: Can The Economy Recover Without Housing Revival Can The Economy Recover Without Housing Revival…

Executive Summary China's Unemployment Questions From The Road…

Executive Summary Following an unprecedented exodus by foreign investors, Indian stocks’ absolute valuations have cheapened significantly. A breakdown in crude oil prices will help put a floor under Indian firms’ profit margins. India’s decent…