An-interview-with-GSKs-Keith-Choy.pdf?shouldIndex=f
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December 2020 Speeding up to become even more consumer obsessed: An interview with GSK s Keith Choy The leader of GlaxoSmithKline s Asia Pacific Consumer Healthcare group describes how his organization is speeding up to serve consumers, despite the heightened uncertainty of COVID-19. The massive uncertainty around COVID-19 has fixed some companies and managers in place, making them unable to react quickly to the changes affecting their business. But for others, it s been a catalyst for change an |
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Asia-at-the-speed-of-light-An-interview-with-the-head-of-ReNew-Power.pdf?shouldIndex=f
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January 2021 Asia at the speed of light: An interview with the head of ReNew Power The energy transition will remake Asia, says Sumant Sinha, managing director of ReNew Power. ReNew Power is just ten years old but a lot can happen in a decade. Today, ReNew is India s largest renewable-energy company, with more than 110 wind and solar sites across the country. Backed by a group of prominent global investors, ReNew now generates 1 percent of India s total electricity. Founder, chairman, and managi |
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When-will-the-COVID-19-pandemic-end-January-2021-update.pdf?shouldIndex=f
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Healthcare Systems & Services Practice When will the COVID-19 pandemic end? An update This article updates our earlier perspectives on when the coronavirus pandemic will end. Transition toward normalcy in the United States remains most likely in the second quarter of 2021 and herd immunity in the third and fourth quarters, but the emergence of new strains and a slow start to vaccine rollout raise real risks to both timelines. We also add a perspective for the United Kingdom. by Sarun Charumilind |
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The next normal arrives: Trends that will define 2021 and beyond The COVID-19 pandemic has changed the world, and its effects will last. Here are some factors that business leaders should keep in mind as they prepare for the next normal. by Kevin Sneader and Shubham Singhal January 2021 Grant Faint / SeventyFour / Getty Images Businesses have spent much of the past nine months scrambling to adapt to extraordinary circumstances. While the fight against the COVID-19 pandemic is not yet won, with a |
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, travel took five years , sneader is the global , companies are three times , percent of a year , china and the united , percent of the global , united states , percent , crisis , business , travel , global , business travel , united , united kingdom , normal arrives , companies , mckinsey global i |
31-Jan-2021 |
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Healthcare Systems & Services Practice When will the COVID-19 pandemic end? Normalcy by spring, and herd immunity by fall? We assess the prospects for an end in 2021. This article was a collaborative effort by Sarun Charumilind, Matt Craven, Jessica Lamb, Adam Sabow, and Matt Wilson. September 2020 Svetikd/Getty Images In 1920, a world wearied by the First World War and sickened by the 1918 flu pandemic desperately sought to move past the struggles and tragedies and start to rebuild lives. Peopl |
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COVID-19 has revived the social contract in advanced economies for now. What will stick once the crisis abates? Massive government spending has sought to shield individuals from the economic consequences of the pandemic, reversing a long-term trend of institutional pullback in the social contract. by Anu Madgavkar, Tilman Tacke, Sven Smit, and James Manyika December 2020 Kbl Studio/EyeEm/Getty Images Since the onset of the COVID-19 pandemic, G-20 economies have announced fiscal packages already |
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145/2020 2 October 2020 Announcement As of January 2021, the first release of quarterly sectoral accounts will be issued in one single news release covering both households and business. First release for the second quarter of 2020 Household saving rate at record high at 24.6% in the euro area while household investment rate at record low at 7.9% The household saving rate in the euro area was at 24.6% in the second quarter of 2020, when Member States continued to implement the COVID-19 containme |
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31-Jan-2021 |
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Special Reports China: Will China join the CPTPP trade agreement? A look at how China joining the CPTPP could create significant momentum for a wider free trade agreement across the Asia- Pacific region (page 6) Upcoming PMI releases 16th December: Flash PMIs (US, UK, Eurozone, Japan, Australia) 4th-5th January: Final Worldwide Manufacturing PMIs 6th January: Final Worldwide Services PMIs 7th January: Detailed Global Sector PMIs Global PMI data showed the economic recovery losing momentum amid r |
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, ahead of next week , china already a member , data out of china , russia us and china , china and any cptpp , cptpp , cptpp trade agreement , december united kingdom gdp , china , december china consumer price , ihs markit , rcep , trade , week ahead china inflation , december china trade balance |
31-Jan-2021 |
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Economic Preview: Week of 11 January 2021 Publication date: 8 January 2021 Week Ahead Economic Preview China s fourth quarter GDP US industrial production and retail sales UK monthly GDP plus Eurozone industrial production Special Reports Global economy: IHS Markit s PMI surveys showed the pace of global economic growth slowing for a second successive month in December amid further waves of COVID-19 infections, with worse likely to coming in the early New Year (page 6) With COVID-19 infections r |
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Economic Preview: Week of 21 December 2020 Publication date: 18 December 2020 Week Ahead Economic Preview People s Bank of China policy meeting US, UK, Spain and Netherlands third quarter GDP updates, plus US PCE data Key indicators for Japan A curtailed week due to Christmas nevertheless sees some important economic data releases. The week commences with a focus on the People s Bank of China policy rate meeting, with clues sought as to when some of the emergency pandemic support will be unwound |
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Pandemic premiums: estimating country risk A key metric that should guide investment decisions is the country risk premium (CRP): the additional returns a project must generate to cover the risks arising from its particular operating environment. Commonly used sovereign risk indicators are misleading proxies for these risks. Consider, for example, the sovereign ratings of the UK next to the uncertainties of its operating environment given Brexit; the structural fiscal deficit of India next to t |
IHS Markit |
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Economic Preview: Week of 18 January 2021 Publication date: 15 January 2021 Week Ahead Economic Preview Flash PMI surveys ECB, BoJ, PBoC interest rate decisions China s fourth quarter GDP A full calendar for the week ahead includes GDP data for China, flash PMIs for the four largest developed world economies plus a host of monetary policy meetings. The US presidential inauguration is also going to be keenly watched, while in Europe additional interest comes from the EU Leaders Summit, where the |
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31-Jan-2021 |
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Global PMI Global growth slows further in December as COVID-19 infections rise January 8th 2021 2021 IHS Markit. All Rights Reserved. 2016 IHS Markit. All Rights Reserved. 2016 IHS Markit. All Rights Reserved. 2 Global PMI falls for second month running in December The JPMorgan Global PMI (compiled by IHS Markit with data collected 4th-21st December) edged down from 53.1 in November to 52.7 in December, its lowest since September. The decline indicates that the pace of global economic growth slo |
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, slows further in december , ihs markit , ihs , markit , reserved , global , global pmi , ihs markit limited , global pmi global growth , december , pmi global growth slows , pmi , ihs markit makes , global pmi global , global sector pmi output , service sector , detailed global sector pmis , secto |
31-Jan-2021 |
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After the storm: Private equity after COVID-19 Table of Contents 16 Part 3: Transparency in private markets 19 Conclusion 03 Methodology 04 Foreword + Key findings 06 Part 1: Moment of truth Box-out: Fundraising outlook 12 Part 2: Technology uptake Box-out: Environmental, social and governance issues 2 After the storm: Private equity after COVID-19 Methodology In the third quarter of 2020, Mergermarket surveyed 30 senior executives from private equity firms. All respondents had AUM of US$500m- U |
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ETF MARKET OVERVIEW - UPDATE AS OF 31 DECEMBER 2020 Top 10 Fund Inflows ISIN Name 3M Flow in $m AUM in $m 3M AUM Growth % US9229087690 Vanguard Total Stock Market ETF 14 603 201 885 US9219097683 Vanguard Total International Stock Index US4642876555 iShares Russell 2000 ETF US9219378356 Vanguard Total Bond Market ETF US00214Q1040 ARK Innovation ETF US46434G1031 iShares Core MSCI Emerging Markets ETF US92203J4076 Vanguard Total International Bond Index Fund US4642872265 iShares Core U.S. Aggregate |
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Economic Preview: Week of 1 February 2021 Publication date: 29 January 2021 Week Ahead Economic Preview Worldwide manufacturing and services PMIs US non-farm payrolls Central bank rate setting meetings include the UK, Australia and India the from IHS Markit and Eurozone fourth quarter GDP A full economic calendar for the week kicks off with worldwide PMI surveys and closes with the monthly US nonfarm payroll report. Sandwiched between are policy decisions from three of the world s major central |
IHS Markit |
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Economic Preview: Week of 25 January 2021 Publication date: 22 January 2021 Week Ahead Economic Preview US GDP and FOMC meeting European GDP data updates for Germany, France and Spain plus UK labour market update Fourth quarter GDP releases for Taiwan, Hong Kong SAR, South Korea and the Philippines A busy week of fourth quarter GDP releases also includes the first FOMC meeting of the year. The GDP data will be scoured for clues as to how much economic growth momentum has been sustained among the |
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31-Jan-2021 |
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Platform for Shaping the Future of the New Economy and Society Chief Economists Outlook 2021 JA N UA RY 20 21 Cover photo by hakan-nural on Unsplash Chief Economists Outlook 2021 This quarterly briefing builds on the latest policy research as well as consultations and surveys with leading chief economists from both the public and private sectors, organized by the World Economic Forum s Centre for the New Economy and Society. It aims to summarize the emerging contours of the current economic envi |
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Platform for Shaping the Future of the New Economy and Society Emerging Pathways towards a Post-COVID-19 Reset and Recovery Chief Economists Outlook July 2020 Emerging Pathways towards a Post-COVID-19 Reset and Recovery Chief Economists Outlook This briefing is part of the series of the World Economic Forum s Chief Economist Outlooks and builds on the latest economic policy research as well as regular consultations with a growing community of close to 40 leading chief economists from both the pu |
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SPAC 2.0 update Navigating high tides Introduction In our earlier report on Special Purpose Acquisition Companies SPACs 2.0 report we introduced the reasoning behind the frenzied growth of SPACS over recent quarters, their funding structure, and the roles of different players in these mechanisms. Since the time of writing (early January) the landscape has changed markedly. This report explores the progress made and the additional challenges the market is now faced with. The IPO market was pract |
IHS Markit |
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21-Apr-2021 |
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Economic Preview: Week of 29 March 2021 Publication date: 26 March 2021 Week Ahead Economic Preview Worldwide manufacturing PMIs US nonfarm payrolls Eurozone inflation China NBS surveys, Japan s Tankan updated Payrolls and PMIs dominate the economic agenda for the week ahead, with the ECB s latest analysis and eurozone inflation also in focus. Markets will be meanwhile watching for news of further stimulus in the US in the form of additional infrastructure spending. Special Reports South Korea, |
IHS Markit |
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21-Apr-2021 |
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Economic Preview: Week of 12 April 2021 Publication date: 9 April 2021 Week Ahead Economic Preview China and UK GDP updates Industrial production numbers for China, the US, Eurozone and UK US and China retail sales Updates to economic trends in China, Japan, the US, Eurozone and UK will dominate the week as markets seek insights into growth momentum amid varying vaccine roll-outs and virus infection rates. The week also sees interest rate decisions scheduled at central banks in New Zealand, Sout |
IHS Markit |
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21-Apr-2021 |
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Economic Preview: Week of 22 March 2021 Publication date: 19 March 2021 Week Ahead Economic Preview Flash PMI releases for US, Eurozone, UK, Japan and Australia UK labour market and inflation data Durable goods orders, final Q4 GDP for the US A jam-packed economic calendar for the week ahead sees the release of flash PMI data for the Eurozone, UK and US, as well as Japan and Australia, all of which will be eyed for first indications as to how economies are faring as the first quarter of 2021 com |
IHS Markit |
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21-Apr-2021 |
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Value gains traction amid rising interest rates March 2021 Research Signals Investors remain optimistic given an improved economic outlook amid accelerating vaccinations, supported by fiscal and monetary stimulus as well as a 10-year high in the J.P.Morgan Global Manufacturing PMI. However, rising inflation expectations and US Treasury yields, which logged their highest quarterly gain since December 2016, put pressure on growth stocks, reinforcing the value trade (Table 1). US: Forward 12-M EPS- |
IHS Markit |
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Global City Performance Relative underperformance of major cities continues into 2021, but brighter outlook forecast PMI commentary April 2021 through to the first quarter of 2021 Cities around the world continued to underperform Metropolises in Europe and Americas see worsening performance in March as lockdown measures tighten But London registers most upbeat outlook for output across Q1, followed by Tokyo As was the case throughout much of 2020, a range of major cities across the world have c |
IHS Markit |
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