Allianz Research

Volle Kraft voraus:
Global Wealth Report 2025

What to watch I February 08, 2024

EM currencies at risk in 2024, inventories weighing on growth, the costs of concentration risks and the EU’s new climate target

China: keeping the Dragon awake

With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth. The real estate sector has gone from hero to zero since mid-2021: We estimate real estate development has been -26% lower than its pre-pandemic trend.

 

What to watch I February 02, 2024

European farmers unite in unrest, industrial policy déjà vu in Brazil and ECOWAS put to the test