Banking Market Research Reports & Industry Analysis

Our Emerging Markets Monitor collates our high conviction EM asset and macro calls. ...

The economy's outlook remains clouded due to global and domestic pressures, mainly from weaker global growth, persistent US-China trade tensions, and increased uncertainty over recent US tariff actions. Though Tunisia's direct exposure to tariffs is limited, it may dent broader investment se ...

We kept our 2025 GDP growth forecast for Malaysia at 3.8%. Significant headwinds remain amid disruption from US trade policy and Middle East tensions. A rate cut by Bank Negara Malaysia (BNM) to support the economy looks imminent, although we doubt it will occur in July before more clarity on US tar ...

This IDC Perspective provides an overview of the strategies major global banks are adopting in relation to their mainframe computing environments. It explores the diverse and often multidimensional strategies of global banks in relation to mainframe environments, which include a combination of effor ...

Speaking at events this week, three members of the Monetary Policy Committee largely confirmed our priors about whether they are likely to vote for an August rate cut. Megan Greene's remarks were relatively hawkish. But more dovish sentiments from Andrew Bailey and Dave Ramsden mean we continue ...

Following Israel's attacks on Iran, we revised down our short-term outlook for Israel. GDP is set to contract by almost 0.6% this year as a nationwide shutdown took place. Our forecast was set prior to the ceasefire between Israel and Iran, which is likely to lead to additional revisions in our ...

We've revised down our 2025 GDP growth forecast for Costa Rica by 0.6ppts to 3%, reflecting our expectation of softer domestic demand. The main driver behind this adjustment is weaker fixed investment, which we anticipate will be constrained by heightened global uncertainty and concerns about sl ...

Asset Management Market 2025-2029 The asset management market is forecasted to grow by USD 148 bn during 2024-2029, accelerating at a CAGR of 6.2% during the forecast period. The report on the asset management market provides a holistic analysis, market size and forecast, trends, growth drivers, and ...

We believe the net trade boost from Q1 won't last long into H2, meaning economic growth momentum in Thailand is set to soften over the remainder of this year. We have maintained our 2025 GDP growth forecast at 1.9%, with risks to the upside given the continued export strength.  ...

We have kept our sporting event-adjusted GDP growth forecasts for Switzerland unchanged at 1.2% for 2025 and 1% for 2026. Swiss GDP grew by 0.8% q/q in Q1 2025, 0.1ppt above the flash estimate. Growth was driven mainly by the services sector and the pharmaceutical industry. ...

Heightened tensions in the Middle East have intensified headwinds to Indonesia's already fragile economic outlook. Although we maintain our forecast that GDP growth will slow to 4.8% y/y in 2025 and 2026, down from 5% in 2024, the risks are now tilted to the downside. ...

Finance in Australia The Finance sector's operating environment has characterised by record low interest rates and market turbulence over most of the past five years. A strong residential property market supported by housing price growth and high numbers of house transfers have supported the incomes ...

We nudged up our 2025 GDP growth forecast for Singapore by 0.4ppts to 2%. This reflects stronger-than-expected trade flows in Q2, which more than offsets a downgrade to H2's growth pace. Middle Eastern tensions add to already high uncertainty. GDP growth is likely to slow to 0.6% in 2026, making ...

The conflict in the Middle East has intensified headwinds to an already fragile outlook for the Philippines' economy. Although we maintain our forecast that GDP growth will slow to 5.5% y/y in 2025, down from 5.7% in 2024, the risks are now tilted to the downside. ...

We've upgraded our GDP growth forecast for 2025 by 0.1ppt to 0.8% y/y in light of the additional fiscal injection from a second supplementary budget. We're still cautious on growth given the weakness in exports and construction. However, domestic consumption should remain somewhat resilient ...

Eswatini's economy contracted in the fourth quarter of 2024, primarily due to a weaker service sector. The full-year economic growth reading for 2024 was significantly weaker than expected. In April, private sector credit extension (PSCE) declined for a second consecutive month, for the first ti ...

We've slightly raised our 2025 mainland GDP growth forecast for Norway by 0.1ppt to 1.5%. We've increased our extraction investment forecast after petroleum companies revised their planned investments for this next year. The remainder of our forecast assumptions remain broadly the same as th ...

This IDC PeerScape describes three practices that financial institutions have leveraged in order to modernize their core banking architectures."There has been a great deal of work done in upgrading the actual process of modernization itself. Industry leaders now understand the true complexities of w ...

The island nation of Seychelles's real GDP expanded by 3.5% in 2024, higher than our projection of 3.1%. We estimate that the stronger growth rate was driven by both household and government spending. Tourist arrivals still fall short of pre-pandemic levels, and the first quarter's performan ...

Sri Lanka's economy grew by 4.8% y/y in Q1 2025, slowing from the 5.4% expansion in H2 2024. Given the risks related to higher US tariffs, we've downgraded our 2025 GDP growth forecast for Sri Lanka by 0.3ppts to 3.5% to reflect softening global demand amid tariff risks. ...

We've raised our GDP growth forecast for Malta in 2025 by 0.4ppts to 3.1% due to a better-than-expected start to this year and standard data revisions. The external sector continues to drive growth despite international trade tensions, although some cooling is expected in goods. ...

Mozambique's economy suffered a major setback in Q4 2024 when violent protests erupted country-wide following the disputed election. The impact of the turmoil continued to drag down economic growth in Q1 2025, while the prevailing global economic uncertainty stemming from the global trade war ha ...

We kept our 2025 and 2026 GDP growth forecasts for Italy at around 0.5%. Italian GDP grew by 0.3% in Q1, marginally higher than expected, driven by an increase in industry and construction, while services stabilized. More recent data point to some upside risks to our forecast of a flat second quarte ...

Bahrain’s economy is expected to steadily grow in 2025, with real GDP forecast at 2.4%. Growth will be supported by a gradual recovery in the oil sector and continued expansion across non-oil industries, particularly information and communication, financial services, and tourism. The non-oil sector ...

Tariffs, geopolitical tensions and climate risks are fuelling market volatility and challenging business operation, profit margins and growth potential. Economic outlook is uncertain, with unstable prices and fractured trade. Managing risks and building resilience are now imperative, while agile pri ...