SE Asia Attracts Investment but Faces Capacity Crunch
April 2024
Investment is shifting from China, creating pressure on manufacturing capacity and driving nations to increase labor productivity with industry specialization
Macro Outlook April 2024
April 2024
Our global macro outlook update including forecasts for global growth and economic conditions in the US and European Union
CBAM and Implications for Global Trade
April 2024
An overview of the EU's Carbon Border Adjustment Mechanism (CBAM) and its implications for global trade
Logistics and Warehousing in Europe After Brexit
March 2024
Brexit has influenced how firms are setting up their EU and UK production, operations, and location or expansion of warehouses based on the end market dynamics
CHIPS and Science Act - Analysis of Impacts
March 2024
An overview and updated analysis of the CHIPS act that was passed in 2022 - how it aims to impact US industrial policy through investments in the semiconductor industry
Vietnam - Outlook for Manufacturing and Logistics Infrastructure
March 2024
Analyzing how strong investment flows are interacting with the manufacturing labor environment, and a review of the logistics infrastructure policies and planned development
South China Sea - Geopolitical Analysis and Scenarios
March 2024
An assessment of this maritime area, analyzing the geopolitical factors and potential escalation path for this key shipping corridor
Reducing Scope 3 Emissions
February 2024
Analysis of the tradeoffs and alternatives to meet Scope 3 goals, and how government policy is impacting strategic plans for global companies
China’s Property Sector Correction Weighs on Growth
February 2024
A deep correction to the housing market leads to additional reforms to unlock consumption and future economic growth
Indonesia 2024 Elections: Impact on Industrial and Climate Policies
February 2024
A preview of the upcoming elections, with policy implications for manufacturing, sourcing and environmental considerations
China Navigates Economic Challenges to Spur Growth
February 2024
Analysis of how China is using policy to overcome structural headwinds by investment in strategic emerging industries
Logistics Outlook 2024
January 2024
Assessing medium-term cost pressures along with logistics infrastructure by various countries, including India, Mexico and Vietnam
Electric Vehicle Automotive Market Outlook
January 2024
Our EV automotive outlook assesses competition, market share and industrial policy, along with geopolitical variables such as mining of critical minerals
Trajectory of Red Sea Crisis and Impact on Global Commerce
January 2024
Analysis of the ongoing disruption in the Red Sea, with Yemen's Houthis having initiated a series of attacks against shipments through the corridor
Supply Chain Implications of Taiwan’s 2024 Presidential Elections
January 2024
Taiwan voters head to the polls to select a president amongst three candidates. Key election issues include cross-strait relations and strategies to boost weak economic growth.
Turning Point: Outlook for 2024
December 2023
Our outlook for 2024 assesses the global economic picture, supply chain considerations, and looming geopolitical risks.
Will the US revoke Permanent Normal Trade Relations with China?
December 2023
An analysis of the likelihood and implications of what removking PNTR with China would mean for multinational firms.
Automotive Outlook - The Road Ahead for Production and Demand
November 2023
Our automotive outlook assesses the key global production factors facing automakers and parts suppliers, amidst consumer demand uncertainties.
Chinese Auto Firms Follow Tesla to Mexico
July 2023
Auto and auto parts makers setting up nearer Tesla’s main EV market —North America —must navigate challenges to avoid U.S. barriers.
Globalization in 2023 [PODCAST]
June 2023
Fernanda Kroup, Vice President and Head of Onyx Strategic Insights, gives her take on how things are looking this year and how current trends are affecting logistics in 2023.
US readying additional trade and investment restrictions on China
May 2023
US policymakers are poised to implement at least nine restrictions on China in 2023 across six industries, ranging from telecoms to agriculture and oil and gas.
2023 China Outlook - Growth Faces Macro and Geopolitical Challenges
May 2023
Our China Outlook assesses how China’s leadership will attempt to manage long term vulnerabilities while undergoing a bumpy economic rebound from lockdowns in the previous year.
2023 Tech Outlook - The Messy Middle of Globalization
March 2023
Our technology outlook lays out our geopolitical and macroeconomic forecasts and long-term considerations for the technology industry in the year ahead.
2023 Global Outlook – A Year of Transitions
February 2023
With the first Onyx Global Outlook, you will find our geopolitical and macroeconomic forecasts for the year ahead, alternative scenarios, and long-term considerations.
