Insights & Research
Make informed investment decisions with our expert opinion and research.
Mexico: The key beneficiary of US nearshoring
Tiago Rodrigues discusses nearshoring and how Mexico will be the biggest beneficiary of this trend thanks to its proximity to the US.
How Asia can thrive (with or without China)
China's reopening has not gone to plan. But what does this mean for broader Asian markets?
The cusp of a lost decade: Is China at risk of Japanification?
In the latest episode, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.
A just transition: India and the issue of land rights
With large-scale renewable energy projects planned across India, land conflicts are a potential problem emerging from the push. We explore ways investors may help facilitate progress.
Global dividend investing: Potential growth with resilience
Josh Duitz explains why he thinks global dividend investing is well suited to current economic conditions.
Is the commodity supply insufficient?
How a recent decision to preserve a natural wonder may affect the price of commodities.
Why the direction of travel bodes well for India's economy
Why policy directionality and geopolitical trends bode well for India’s long-term outlook.
abrdn Research Institute
r* gazing: Assessing the future path for global interest rates
Has there been a structural shift to higher policy rates and yields or will global interest rates head back to their pre-pandemic lows and resume their downward trend?
Seeing the macro view for microchips
A look at the five long-term structural themes that we believe will affect the microchip industry.
How China's tailwinds are turning into headwinds
Official data confirmed that GDP growth lost its reopening tailwind. Policy makers will ease but are at risk of doing too little too late.
Parsing mixed signals from US data
We are getting conflicting messages about the strength of US activity, the tightness of the labor market and the stickiness of inflation. Monitoring incoming data closely and using scenarios becomes essential in times of uncertainty.
Global economic outlook: Recession, interrupted
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more …
The Asian century? It’s only just begun.
Asia’s future looks bright. We set out five fundamental reasons why we believe Emerging Asia is set to deliver economic outperformance up to 2050 and beyond.
Chip wars: The geopolitics of microchips
Author and guest Chris Miller shares how microchips are transforming the semiconductor industry and what is required to keep Moore's Law working on the latest episode.
Stars and Stripes: What short-term US r* tells us about the stance and evolution of monetary policy
Our estimates show that US short-term r* moved significantly higher following the pandemic. Monetary policy seems to have become restrictive around the middle of 2022, consistent with a recession later this year. With long-run r* likely to remain low and short-term r* likely to fall, we think rates will fall more than markets expect.