Our Insights

Curated news and insights covering emerging and developed markets directly from CEIC's analysts worldwide.  

China's booming auto exports and lessons from Japan
Reports

China's booming auto exports and lessons from Japan

Last year, China surpassed Japan to become the top motor vehicle exporter. The nation was already the world's largest automaker, surpassing Japan in production in 2009; China accounts for nearly a third of global vehicle production today, with output surpassing 30 million in 2023.
Singapore is letting more cars on the road – and that's driving retail sales
Reports

Singapore is letting more cars on the road – and that's driving retail sales

To manage traffic on a densely populated island, Singapore's government maintains strict rules on vehicle ownership. Aspiring drivers must acquire certificates of entitlement (COEs) - permits that give the holder the right to own and use a vehicle over a 10-year period.
US jobless rate holds steady in our newest nowcast
Reports

US jobless rate holds steady in our newest nowcast

Will Jerome Powell follow up his election-week rate cut with another in December? While the Federal Reserve chief will be considering the inflationary impact of president-elect Trump's policies, another factor will be the job market.
Three key economic flows to Mexico at risk from Trump
Reports

Three key economic flows to Mexico at risk from Trump

As markets gauge whether president-elect Donald Trump will follow through on his vow to slap tariffs on all US imports, Mexico is watching keenly. America's southern neighbor surpassed China to become the top exporter to the US last year, benefiting from 'nearshoring.'
Central and eastern Europe currencies get sideswiped by Trump
Reports

Central and eastern Europe currencies get sideswiped by Trump

China and Mexico might be in Trump's tariff crosshairs, but some of the hardest-hit currencies since the Nov. 5 election have been found in central and eastern Europe.
A deep dive into China’s trade landscape: global export share and hot industries
Reports

A deep dive into China’s trade landscape: global export share and hot industries

As markets anticipate US president-elect Donald Trump's intentions on international trade and tariffs, we've created long-term, holistic visualizations of China's exports.
Watching Turkish card data in real time: moderation for retail sales and inflation
Reports

Watching Turkish card data in real time: moderation for retail sales and inflation

CEIC’s data on credit and debit cards offer insights on the economy in near-real time. This week, we apply payment card figures to Turkey to anticipate official retail sales figures.
Nowcasting Brazil: GDP is poised for further acceleration
Reports

Nowcasting Brazil: GDP is poised for further acceleration

Our latest nowcast says Brazil's robust economy is not slowing down. (The central bank probably agrees; it just doubled the pace of monetary tightening.)
How US-China Trade Changed Under Trump and Biden
Reports

How US-China Trade Changed Under Trump and Biden

Donald Trump's first term reshaped the bilateral trade landscape between China and the United States. The US trade deficit with China stopped shrinking during the pandemic - but as our chart shows, this proved to be a temporary phenomenon over the longer term.
Flashback: Fund flows to BRIICS equities after the 2016 election
Reports

Flashback: Fund flows to BRIICS equities after the 2016 election

With Donald Trump threatening to slap tariffs on the rest of the world (and especially China), what will happen to confidence in emerging equity markets?
ASEAN-US trade under Trump: lessons from 2017-21
Reports

ASEAN-US trade under Trump: lessons from 2017-21

Donald Trump's return as president is expected to complicate global trade. What are the implications for Asia, and what lessons can we draw from his previous term?
A last-minute look at US swing states
Reports

A last-minute look at US swing states

With the US election just days away, we're revisiting our analysis of key swing states that will determine whether Donald Trump or Kamala Harris becomes President.