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EMIS
24.04.2026 Insights, Publications
UK-based IHS Towers has agreed to sell its Latin American tower business, including its Brazilian operations, to Macquarie Asset Management
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CEIC
24.04.2026 Publications
The global inflation wave stemming from the Persian Gulf crisis has reached Germany, but there has been little effect on economic activity so far. CEIC's high-frequency indicators are monitoring Europe's largest economy in near-real time; they suggest that March economic figures (and, hence, first-quarter data yet to be reported, such as industrial production and GDP) stayed surprisingly resilient.
The shortage of refined products stemming from the Middle East crisis is particularly acute when it comes to jet fuel.
US lawmakers recently unveiled legislation that would strengthen restrictions on exports of chipmaking tools to China. The MATCH Act (Multilateral
EPFR
24.04.2026 Insights
The market euphoria that followed the announcement of a ceasefire between the US and Iran on April 7 soon ran
21.04.2026 Insights
India's transportation sector is a critical enabler of economic growth, contributing over 4% to India's gross value added and employing
20.04.2026 Publications
Spanish banking giant Banco Bilbao Vizcaya Argentaria (BBVA) operates across Latin America, compiling daily credit-card spending metrics that give early insights into official retail sales figures.
As rival US and Iranian blockades of the Strait of Hormuz continue to destabilize global energy flows, oil-importing nations are rolling out emergency conservation measures. For some Asian markets, a lack of oil and gas inventory is making the situation increasingly precarious.
The International Monetary Fund recently released its World Economic Outlook with a telling subtitle: Global Economy in the Shadow of War. Since March, the US-Israeli attack on Iran has disrupted commodity markets and reignited inflation expectations.
20.04.2026 Insights
A consortium led by U.S. private equity heavyweight KKR, together with Singapore Telecommunications Ltd (Singtel), has agreed to acquire an
A consortium led by KKR, alongside Singtel, has agreed to acquire an approximately 82% stake in ST Telemedia Global Data
13.04.2026 Quants Corner
For most people, ownership of motor vehicle represents one of their three biggest financial commitments and is frequently the single most valuable asset they own. It follows, therefore, that motor vehicle sales data holds some significant information about economic momentum
10.04.2026 Publications
In Vietnam, the property sector is lively again. Amid strong demand and persistent supply shortages, @Savills' residential property-price indices are showing a strong uptick for housing in both Hanoi and Ho Chi Minh City. Our ASEAN Premium database is unlocking more signals for some of the world's most dynamic economies.
For many critical minerals, China is maintaining its dominance of the value-added industries downstream from extraction. This is the case even as the US, Europe and Japan accelerate efforts to secure resources and friend-shore their supply chains.
Since the outbreak of war between the US, Israel and Iran, the Central Bank of the Republic of Türkiye (CBRT) has relied heavily on its gold reserves as a financial shock absorber.
Copper is often seen as a bellwether given its importance to manufacturing. What is it telling us about the aftershocks of war in the Persian Gulf?
The global oil industry is pursuing alternative trade routes, and we can watch the results using high-frequency shipping data in near-real time.
06.04.2026 Publications
When Chancellor Friedrich Merz announced a dramatic increase in defense spending a year ago, many observers hoped that this would stimulate Germany’s stagnant industrial production.
As Mexico starts talks with Donald Trump's administration to review the USMCA trade agreement, economic ties with China are in focus. As China-Mexico bilateral flows have grown, the relationship increasingly touches on the most politically sensitive segments of North American manufacturing.
The imported supply shock from war in the Persian Gulf is dominating headlines, but Japan also has uniquely homegrown inflation pressures.
From the first Gulf War in 1990 to the current crisis in the Strait of Hormuz, the quickest impacts from geopolitical shocks often show up in gasoline prices and then feed into inflation. We can observe this phenomenon in near real time thanks to our daily and weekly payment-card data for major economies.
26.03.2026 Insights
Brazil is emerging as one of Latin America’s most promising markets for telemedicine and digital health investment, driven by a
25.03.2026 Publications
Traditionally, Japan was Thailand's biggest foreign investor. Automakers such as Toyota and electronics companies like Panasonic and Sony were notable for having long-standing supply-chain linkages between their Thai and Japanese facilities.
Chinese economic statistics released this week beat analysts' expectations, driven by an uptick in investment as well as domestic consumption. But the overall economic picture is not a simple story of broad-based recovery.
It's not just fossil fuels: the implications of the Persian Gulf conflict extend to fertilizers -- a key expense for farmers and a potential threat to food affordability around the world.
24.03.2026 Publications
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.
20.03.2026 Press Releases
ISI Markets (ISI) has announced a significant expansion of its CEIC data offering on Snowflake Marketplace, enabling quantitative researchers and data scientists with direct, native access to an expanded universe of CEIC economic intelligence within the Snowflake AI Data Cloud.
19.03.2026 Insights
Norway’s Telenor has agreed to sell its 24.95% stake in Thai telecom operator True Corp to Arise Digital Technology Co
18.03.2026 Insights
Eastern Europe Hungarian energy group MOL has signed a binding heads of agreement to acquire a 56.15% stake in Serbian
Norwegian telco Telenor has agreed to sell its stake in True Corporation Pcl, Thailand’s largest telecom-tech platform, in a landmark transaction valued
17.03.2026 Publications
Indonesia is building a new capital on Borneo's east coast. The construction of Nusantara aims to spearhead development in the archipelago nation's less developed Kalimantan provinces and relocate the administrative apparatus from the congested megacity of Jakarta. T
China recently concluded its "Two Sessions" meetings, a key forum for policy-setting. Similarly to last year, domestic-driven demand and consumption
London property is getting cheaper, but that has resulted in limited relief for first-time homebuyers
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.
With the globally vital Strait of Hormuz de facto closed to commercial shipping for now, we've examined how China's energy reserves were poised for resilience before the outbreak of conflict between the US, Israel and Iran.
ISI
12.03.2026 Press Releases
London, 12 March, 2026: ISI Markets is reintroducing itself as ISI – uniting its broad array of proprietary data assets under a
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