Articles

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

Will Iran conflict send fertilizer prices back to 2022 highs?
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Fertilizers: Watching Brazil's daily prices for warnings of potential global food inflation

The implications of the Persian Gulf conflict extend to fertilizers: shortages are a potential threat to food affordability. This has become a key industry for Gulf countries seeking to make use of abundant gas reserves. (Nitrogen fertilizer requires large amounts of gas-derived hydrogen; the conflict is also depriving non-Gulf producers of seaborne gas supplies.)
APAC's oil-driven macro hit from the Strait of Hormuz closure
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APAC's oil-driven macro hit from the Strait of Hormuz closure

As oil prices surge past USD 100 a barrel, Donald Trump has vowed to reopen the Strait of Hormuz to global shipping traffic -- but US officials have warned that a successful outcome could take weeks.
Balikpapan Borneos investment hotspot reflects building boom for the new Indonesian capital of Nusantara
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Indonesia's new capital: mapping a development boom

Indonesia is building a new capital. The construction of Nusantara aims to spearhead regional development as the administrative apparatus is relocated from congested Jakarta.
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China's inflation uptick as "Two Sessions" favors consumer-driven growth

China recently concluded its "Two Sessions" meetings, a key forum for policy-setting. Like last year, domestic-driven demand and consumption are being targeted.
Despite falling mortgage rates housing affordability in London is still stretched
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London's housing unaffordability persists despite rate relief and flat market

London property is getting cheaper, but that has resulted in limited relief for first-time homebuyers.
ASEAN currencies modestly depreciated vs USD as oil price rose
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ASEAN currencies have been resilient despite the oil spike

With many Asian countries dependent on oil imported from the Persian Gulf, we're examining how currencies in the ASEAN bloc have reacted to the current geopolitical crisis.
Gauging Chinas oil buffer by tracking tanker visits vessel traffic by tonnage reached 5-year highs in early 2026
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China’s pre‑crisis energy buffers in charts

With the globally vital Strait of Hormuz de facto closed to commercial shipping, we've examined how China's energy reserves were poised for resilience before the outbreak of conflict between the US, Israel and Iran.
China on the move inter-regional trips hit record 28 billion during 2026 Spring Festival
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China's New Year spenders prioritized domestic travel over goods purchases

Every year, we gather key indicators on tourism and leisure spending to gauge the economy during China's most important holiday period. In 2026, the New Year (also known as the Spring Festival) saw a general uptick in spending, but an outsized surge in travel – especially to domestic destinations.
Even with Russias post-2022 oil shipments half of Indias energy imports pass through the Straits of Hormuz
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A lingering reliance on Gulf energy amid India’s renewables push

About half of the nation's fossil-fuel imports transit the Straits of Hormuz in tankers departing Saudi oil terminals and Qatari LNG facilities.

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