76 episodes

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

IHS Markit | Economics & Country Ris‪k‬ Hear what our experts are saying

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

    Episode 77: China’s Economic Outlook in the Year of the Ox

    Episode 77: China’s Economic Outlook in the Year of the Ox

    2020 was the worst year for the global economy in a long time. And the same can be said for the Chinese economy. In today’s episode, we join our China economics team, Todd Lee, Yating Xu, and Lei Yi to understand how strong China’s economic recovery was in late 2020, what were the key drivers, and what we can expect in the Lunar New Year of the Ox.

    Speakers
    Rajiv Biswas (Moderator), Asia-Pacific Chief Economist, IHS Markit
    https://ihsmarkit.com/experts/biswas-rajiv.html

    Todd Lee, Chief China Economist, IHS Markit
    https://ihsmarkit.com/experts/lee-todd.html

    Yating Xu, Senior Economist, IHS Markit
    https://ihsmarkit.com/experts/yating-xu.html

    Lei Yi, Economist, IHS
    https://ihsmarkit.com/experts/yi-lei.html

    Read more about the links between economic recovery and consumer spend in China
    https://ihsmarkit.com/research-analysis/chinas-consumer-market-recovery-under-covid19-pandemic.html

    • 17 min
    Episode 76: Supply Chain Diversification: Trade opportunities for Sub-Saharan Africa

    Episode 76: Supply Chain Diversification: Trade opportunities for Sub-Saharan Africa

    One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub Saharan Africa team digs into what this could mean for the region. At first blush, SSA seems unlikely to benefit from this diversification drive. However, under the African Continental Free Trade Agreement (AfCFTA) there will be some opportunities.

    Natznet Tesfay (Moderator), Executive Director, Africa, Economics & Country Risk, IHS Markit
    https://ihsmarkit.com/experts/tesfay-natznet.html

    Thea Fourie, Team Lead Sub-Saharan Africa Economics, IHS Markit
    https://ihsmarkit.com/experts/fourie-thea.html

    Archbold Macheka, Economist, Sub Saharan Africa, IHS Markit
    https://ihsmarkit.com/experts/macheka-archbold.html

    William Farmer, Analyst, Sub-Saharan Africa, IHS Markit
    https://ihsmarkit.com/experts/farmer-william.html

    Alisa Strobel, Senior Economist, Sub-Saharan Africa, IHS Markit IHS Markit
    https://ihsmarkit.com/experts/strobel-alisa.html

    Dr. Marie Lechler, Data Analytics Principal, Applied Intelligence, IHS Markit
    https://ihsmarkit.com/experts/lechler-maria.html

    • 26 min
    Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America

    Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America

    In today’s episode, we explore the operational, security, and political challenges Latin American countries will face as they roll out their vaccine programs. Our analysts, Lindsay Newman, Ewa Oliveira da Silva, Rafael Amiel, and Johanna Marris, address the health crisis, the economic constraints and impacts, and the political and security issues that could stand in the way of both health and economic recovery.

    Dr. Lindsay Newman, Director, Economics & Country Risk, IHS Markit
    https://ihsmarkit.com/experts/newman-lindsay.html
    Moderator

    Ewa Oliveira da Silva, Senior Analyst, Life Sciences, IHS Markit
    https://ihsmarkit.com/experts/oliveira-da-silva-ewa.html
    Health crisis for the region- the timeline, the supply risks, and unknowns about the vaccines themselves.

    Rafael Amiel, Director, Latin America & Caribbean Economics, IHS Markit
    https://ihsmarkit.com/experts/amiel-rafael.html
    Economic constraints that governments are facing to procure these vaccines. What options are available to them?

    Johanna Marris, Senior Country Risk Analyst, Latin America, IHS Markit
    https://ihsmarkit.com/experts/marris-johanna.html

    • 26 min
    Episode 74: Chinese bond defaults - It’s not the monetary size that matters

    Episode 74: Chinese bond defaults - It’s not the monetary size that matters

    While bank defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well, it’s not the size of the default but rather the high-profile nature of the companies themselves that has created a stir. In today’s episode, our experts from our China economics and banking risk teams, Rajiv Biswas, Angus Lam, Yating Xu, and Lei Yi, discuss implications of these recent bond defaults and the impact on the wider global banking sector.

    Read more about recent bond defaults in China: https://ihsmarkit.com/research-analysis/chinas-bond-defaults.html

    Rajiv Biswas, Chief Asia Pacific Economist
    https://ihsmarkit.com/experts/biswas-rajiv.html

    Angus Lam, Senior Economist, Banking Risk
    https://ihsmarkit.com/experts/lam-angus.html

    Yating Xu, Principal Economist, China
    https://ihsmarkit.com/experts/yating-xu.html

    Lei Yi, Economist, China
    https://ihsmarkit.com/experts/yi-lei.html

    • 18 min
    Episode 73: When will APAC economy recover? A regional outlook for 2021

    Episode 73: When will APAC economy recover? A regional outlook for 2021

    With the worst economic contraction in recent history (-1.5%) in 2020, the Asia Pacific region is poised for 5.7% y/y growth in 2021—that is, assuming we see a successful vaccine roll out and a slowing in Covid-19 cases. But, recovery is not without its bumps. 2021 promises to be a year of uncertainty and the of pace of the recovery will be differentiated across the region. Join our Chief Asia Pacific Economist, Rajiv Biswas, in today’s episode to gain an understanding of the regional economic recovery. He provides a deep look at China, Japan, and India; discusses sector recovery; and most critically, provides his analysis of the impact the restructuring of the manufacturing supply chain will have on future growth.

    Rajiv Biswas
    https://ihsmarkit.com/experts/biswas-rajiv.html

    • 29 min
    Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    In today's episode, our pricing and purchasing experts, John Anton, John Mothersole, and Sophie Malin discuss the continued shortages being felt across material production and labor markets due to Covid-19 lockdowns and disease progression. John Mothersole talks about the growing frustrations being felt due to consistent disruptions across mining, lumber, and more critically semiconductors which will have a knock-on effect on additional industries.

    When the conversation turns to disruptions to cargo and air shipping, Sophie offers her analysis on global labor shortages – specifically the differences in demand for labor in service industries vs manufacturing and construction. And of course, no discussion can be complete without discussing issues around illness, priority access to vaccines, and policy.

    John Mothersole
    https://ihsmarkit.com/experts/mothersole-john.html

    John Anton
    https://ihsmarkit.com/experts/anton-john.html

    Sophie Malin
    https://ihsmarkit.com/experts/malin-sophie.html

    Register for Geostrategy 2021 here: https://ihsmarkit.com/events/2021-geopolitical-conference/overview.html

    • 15 min

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