Our Insights

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

Examining Mexico's border states with US exports at risk
Reports

Examining Mexico's border states with US exports at risk

CEIC continues to watch Donald Trump's tariff plans for America's former NAFTA partners as his temporary exemption for Mexico (and Canada) expires at the end of this month. Some 83% of Mexico's exports go to the US. To identify the regions most at risk, we are revisiting one of our recently added datasets for Mexico, which offers granular, quarterly data by category and state.
Australia nowcast shows inflation fading as once-hawkish central bank finally cuts
Reports

Australia nowcast shows inflation fading as once-hawkish central bank finally cuts

For quite a long time, the Reserve Bank of Australia had been one of the world's more hawkish central banks. It remained concerned about stubborn inflation even as global counterparts started their pivot to easing.
China's real-estate vs. construction in historic context
Reports

China's real-estate vs. construction in historic context

A new range of data added to the CEIC platform takes a deeper dive into China's construction and real-estate industries. We charted the rate of change for real-estate investment against the equivalent figure for construction output (which also includes non-residential construction and other engineering projects).
Malaysian wages remain low despite several hotspots
Reports

Malaysian wages remain low despite several hotspots

Malaysia's overall economic good-news story has yet to trickle down into broad-based income growth for workers.

Some regions stand out for strong wages -- like Penang, home to a tech-driven "friendshoring" investment boom.
Chinese consumers' New Year spending returns to pre-pandemic trend
Reports

Chinese consumers' New Year spending returns to pre-pandemic trend

China's New Year (also known as the Spring Festival) is the nation's most important holiday. It's also a key moment for the economy; as people travel to reunite with family, we can gather key data points on travel, leisure spending and more. A year ago, we wrote that domestic mobility during the Spring Festival was sending encouraging signals about post-pandemic consumer confidence.