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1223 results

Feb 08, 2024

What to watch

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

Feb 07, 2024

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.

Feb 02, 2024

What to watch

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

Jan 31, 2024

Country Risk Atlas 2024: Assessing non-payment risk in major economies

The Country Risk Atlas is a new flagship publication from Allianz Research that provides comprehensive insights on the economic, political and ESG factors that influence non-payment risk for companies in 83 countries.

Jan 26, 2024

What to watch

An early pivot for the Fed would be costly, inventory glut to reduce Red Sea bullwhip effects, and the Eurozone getting its very own soft landing

Jan 24, 2024

Europe needs to step up its game - Lessons from the American playbook

The economic gap between the US and the Eurozone has almost tripled since the foundation of the Euro. In 1999, the year the Euro was introduced, the US economy was 11% larger than the Eurozone in purchasing power parity terms; this gap has since widened to 30%.

1223 results