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April 2022
The cost of the zero-Covid policy for China and the world
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Hi Sophia!
With provinces accounting for nearly a quarter of GDP
under partial or full lockdown, the cost of China’s zero-Covid policy is
climbing. What does this mean for the rest of the world? A contraction in
global trade in volume in Q2 2022 is now highly likely, as seen during
summer 2021 and as suggested by our proxy for global demand-inventories
mismatch. Slower Chinese demand implies an export shortfall amounting to
USD140bn for the rest of the world. Read the full article to learn more.
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As supply chain disruptions are slowing the momentum of
the global economic recovery, read our sector focused reports and learn
more about the outlook of these industries in 2022.
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Chemicals Outlook 2022
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The war in Ukraine emerged and expectations for 2022
have been subsequently lowered to a +2.5% growth in volume.
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Agrifood Outlook 2022
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Global food and beverage sales registered a growth of
11% in 2021 and eyeing another 9% increase in 2022. However, new
trends in the sector have surfaced, adding on the impact of the
ongoing conflict between Russia and Ukraine.
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Electronics Outlook 2022
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The Electronics sector is leading the charge to
post-pandemic recovery. Download our report to find out which three
key factors are setting the tone for the industry in 2022 and beyond.
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Ultimate guide of Trade Credit Insurance
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On average, 1 in 10 invoices becomes delinquent. What
should you do in this scenario? Download our FREE ultimate Trade
Credit Insurance guidebook for answers.
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