Global Reports

With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth.

Mithridatism: After the trade recession, exporters are more optimistic in 2024 but also more concerned with (and also more used to?) geopolitical risks, shortages of inputs and labor and financing and non-payment risks.

Fears of AI causing a massive labor dislocation in the insurance industry are overblown.

According to the Allianz Global Insurance report, the global insurance industry grew by an estimated 7.5% in 2023, clocking the fastest growth since 2006, the year before the GFC.

Advantage running out and penalties looming: Most countries are seeing double-digit rebounds in business insolvencies as excess cash dwindles, leaving the most vulnerable corporates caught between a rock and a hard place in 2023.

Since our last quarterly economic update in September, growth momentum has been weakening but remained resilient, disinflation is ongoing and interest rates are plateauing, very much in line with our expectations.

Explore the stream of challenges to global trade in 2024 and see the tips for turning the trade challenges into export success.

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