141 episodes

Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.

Economics & Country Risk | An S&P Global Market Intelligence Postcast Hear what our experts are saying

    • Business
    • 5.0 • 2 Ratings

Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.

    The impacts of conflicts in sub-Saharan Africa

    The impacts of conflicts in sub-Saharan Africa

    Armed conflict has broken out in Ethiopia and insurgents have delayed the development of liquified natural gas facilities in Mozambique. Our sub-Saharan Africa country risk and economics experts discuss how these conflicts are adding significant additional uncertainty to the economic policy environment, worsening international relations and impacting manufacturing and exports.

    • 22 min
    Zeroing in on attractive construction markets

    Zeroing in on attractive construction markets

    Where should you build your next hotel or export office? Our expert talks about the five-year outlook for global construction and which markets are attractive for investment based on our regional data and country risk scores. Spoiler alert: London makes the cut.

    Scott Hazelton, director of consulting, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/hazelton-scott

    • 18 min
    Insight from our Purchasing Managers’ Index data: Australia, Taiwan and more

    Insight from our Purchasing Managers’ Index data: Australia, Taiwan and more

    Our economists discuss dominant themes through the lenses of our Purchasing Managers’ Index data sets. What are the recent trends in the Australian private sector economy? What does the data from Taiwan, a bellwether of global manufacturing, tell us? How is tighter monetary policy impacting real estate and other sectors? Where are we seeing supply constraints?

    Paul Smith, Economics Director, S&P Global Market Intelligence

    Andrew Harker, Director, Economic Indices, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/harker-andrew

    Laura Denman, Economist, S&P Global Market Intelligence

    • 21 min
    Higher metals prices are likely in 2023

    Higher metals prices are likely in 2023

    The risk for metals pricing and availability in 2023 is extreme and it is to the upside. That's mainly because energy prices are high and energy availability is under threat, particularly in Europe. Other factors that may impact metals prices include extreme weather and supply chain disruptions. Our experts discuss what category managers should consider when locking in prices for 2023.

    John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/anton-john

    John Mothersole, Director of Research, Pricing and Purchasing, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/mothersole-john

    • 15 min
    Mexico's nearshoring potential

    Mexico's nearshoring potential

    Companies are considering nearshoring, or relocating operations closer to destination markets, in response to recent supply chain shocks from the Russia-Ukraine conflict to China's dynamic COVID containment policy. Mexico is well placed to benefit from nearshoring, given its strong interdependence with the US economy. Our experts discuss the opportunities for Mexico's economy and key industries including semiconductor manufacturing and advanced packaging, as well as risks for companies considering nearshoring to Mexico.

    Link to blog: https://ihsmarkit.com/research-analysis/mexico-nearshoring-potential-for-critical-minerals.html

    Emily Crowley, Associate Director, Pricing and Purchasing, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/crowley-emily

    Jose Sevilla-Macip, Senior Research Analyst, Latin America Country Risk, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/Macip-Jose

    Rafael Amiel, Director, Latin America & Caribbean Economics, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/amiel-rafael

    • 36 min
    Managing price volatility in commodities contracts

    Managing price volatility in commodities contracts

    How can you capture commodities price volatility in your supply contracts and mitigate your risk? Our experts discuss how to balance risk between parties using price mechanisms.

    John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/anton-john

    Laura Hodges, Vice President, Pricing and Purchasing, S&P Global Market Intelligence
    https://experts.ihsmarkit.com/experts/hodges-laura

    • 17 min

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