CEIC

𝐄𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐂𝐡𝐢𝐧𝐚'𝐬 𝐎𝐢𝐥 𝐃𝐞𝐦𝐚𝐧𝐝 𝐃𝐫𝐢𝐯𝐞𝐫𝐬 ISI Markets quantitative economist Jackson Chan discusses how key industries in China are adapting in response to the oil-price shocks resulting from war and blockades. The global oil market's future will be decided as China's aviation, steel, consumer-goods, construction and logistics sectors modify their behavior. CEIC’s China Premium datasets use high-frequency, granular indicators to identify key inflection points ahead of traditional market data releases - providing insights that are relevant to market intelligence, procurement and strategy teams operating in China and the global energy sector. Watch Jackson demonstrate how these insights can help you assess risk in your supply chain, allocate capital and make more confident decisions: https://lnkd.in/eMxyhf8Y #China #oil #EmergingMarkets

𝐖𝐚𝐫 𝐢𝐧 𝐭𝐡𝐞 𝐏𝐞𝐫𝐬𝐢𝐚𝐧 𝐆𝐮𝐥𝐟 𝐢𝐬 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐧𝐠 𝐠𝐥𝐨𝐛𝐚𝐥 𝐭𝐫𝐚𝐝𝐞 𝐢𝐧 𝐫𝐞𝐚𝐥 𝐭𝐢𝐦𝐞. 𝐎𝐢𝐥 𝐬𝐡𝐢𝐩𝐦𝐞𝐧𝐭𝐬 𝐚𝐫𝐞 𝐫𝐞𝐜𝐞𝐢𝐯𝐢𝐧𝐠 𝐦𝐮𝐜𝐡 𝐨𝐟 𝐭𝐡𝐞 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧, 𝐛𝐮𝐭 𝐭𝐡𝐞 𝐚𝐥𝐮𝐦𝐢𝐧𝐮𝐦 𝐬𝐞𝐜𝐭𝐨𝐫 𝐢𝐬 𝐫𝐞𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐬 𝐰𝐞𝐥𝐥. By some estimates, the conflict threatens to disrupt almost 10% of global aluminum capacity shipped via the Strait of Hormuz. CEIC specializes in the supply-chain intelligence and alternative datasets that let you observe the knock-on effects. We’ve charted the surging aluminum price against a key metric for one of the metal’s major consumers: the German auto sector. Producer-price inflation for firms like BMW Group and Mercedes-Benz AG is closely correlated with aluminum. ➡️Download our chart pack on this crucial industrial metal, which includes leading indicators helping predict the future of supply and demand: https://lnkd.in/gcnGDCNe

𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐂𝐄𝐈𝐂 𝐀𝐒𝐄𝐀𝐍 𝐏𝐫𝐞𝐦𝐢𝐮𝐦 — 𝐚 𝐧𝐞𝐰 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤 𝐟𝐨𝐫 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐒𝐨𝐮𝐭𝐡𝐞𝐚𝐬𝐭 𝐀𝐬𝐢𝐚. ASEAN Premium is the only database that transforms fragmented regional indicators into a single, comparable data universe — giving economists, investors and strategists the clarity long needed to analyse ASEAN with confidence. By bringing together granular national and sub-national datasets, high-frequency economic signals, deep industry intelligence and harmonized cross-country indicators, ASEAN Premium unlocks a truly integrated view of one of the world’s most dynamic regions. Clean, documented and API-ready, it’s designed to help you monitor trends as they happen, build better models, and make faster, data-driven decisions across the ASEAN landscape. Discover the new ASEAN Premium database and request a trial today: https://lnkd.in/e6iS-95c

CEIC Data 𝘊𝘰𝘯𝘧𝘪𝘳𝘮𝘴 𝘈𝘚𝘌𝘈𝘕 𝘢𝘴 𝘵𝘩𝘦 𝘎𝘭𝘰𝘣𝘢𝘭 𝘏𝘶𝘣 𝘧𝘰𝘳 𝘊𝘩𝘪𝘯𝘢’𝘴 𝘙𝘦𝘳𝘰𝘶𝘵𝘦𝘥 𝘛𝘳𝘢𝘥𝘦 𝐖𝐞 𝐚𝐫𝐞 𝐩𝐥𝐞𝐚𝐬𝐞𝐝 𝐭𝐨 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐞 𝐥𝐚𝐮𝐧𝐜𝐡 𝐨𝐟 𝐨𝐮𝐫 𝐧𝐞𝐰 𝐀𝐒𝐄𝐀𝐍 𝐏𝐫𝐞𝐦𝐢𝐮𝐦 𝐝𝐚𝐭𝐚𝐛𝐚𝐬𝐞, 𝐫𝐞𝐢𝐧𝐟𝐨𝐫𝐜𝐢𝐧𝐠 𝐨𝐮𝐫 𝐦𝐢𝐬𝐬𝐢𝐨𝐧 𝐭𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐚𝐜𝐫𝐨𝐬𝐬 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝’𝐬 𝐦𝐨𝐬𝐭 𝐝𝐲𝐧𝐚𝐦𝐢𝐜 𝐚𝐧𝐝 𝐢𝐧𝐭𝐞𝐫𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. CEIC ASEAN Premium is the only intelligence product that unifies fragmented regional indicators into a single, comparable data universe—enabling economists, investors and strategists to analyze Southeast Asia with depth, precision and confidence. Insights from the product reveal a pivotal global shift: the supply chain is not breaking—it is rerouting through ASEAN, which has become a critical connector economy. Our data shows how China is leveraging the region to maintain global market access, reflected in patterns ranging from Vietnam’s shifting trade flows to Thailand’s rapidly expanding EV production capacity. This transformation is creating significant long-term opportunities across manufacturing, digital, and energy industries. For investors and corporate decision-makers, understanding this new economic architecture is essential to navigating the next phase of global trade and strategic planning. Read the full release to learn more: https://lnkd.in/gKTfJmb4 #CEIC #ASEAN #GlobalTrade #SupplyChain #EmergingMarkets

𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐌𝐚𝐫𝐤𝐞𝐭-𝐌𝐨𝐯𝐢𝐧𝐠 𝐓𝐫𝐚𝐝𝐞 𝐅𝐥𝐨𝐰𝐬 Donald Trump's tariffs are already changing the global trade landscape. After an initial rush to export to the US to beat the tariffs, we've seen a significant reduction in US imports — and hence a lower US trade deficit. We invite you to watch our latest 𝐯𝐢𝐝𝐞𝐨 𝐨𝐧 𝐝𝐞𝐦𝐚𝐧𝐝 and download our latest 𝐜𝐡𝐚𝐫𝐭 𝐩𝐚𝐜𝐤. They explore how CEIC's alternative, difficult-to-source and high-frequency datasets unpack trade trends and their actionable signals for multi-strategy managers. 𝐇𝐞𝐚𝐫 𝐟𝐫𝐨𝐦 𝐨𝐮𝐫 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐬𝐭 𝐨𝐧 𝐡𝐨𝐰 𝐂𝐄𝐈𝐂'𝐬 𝐝𝐚𝐭𝐚𝐬𝐞𝐭𝐬 𝐠𝐮𝐢𝐝𝐞 𝐬𝐦𝐚𝐫𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬: • Identify inflection points earlier • Build smarter, forward-looking models • Stay ahead of market-moving trends 𝐖𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐯𝐢𝐝𝐞𝐨 𝐚𝐧𝐝 𝐝𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐭𝐡𝐞 𝐜𝐡𝐚𝐫𝐭 𝐩𝐚𝐜𝐤: https://lnkd.in/draZsvEC 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐲𝐨𝐮𝐫 𝐂𝐄𝐈𝐂 𝐌𝐮𝐥𝐭𝐢-𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐃𝐚𝐭𝐚 𝐭𝐫𝐢𝐚𝐥 𝐭𝐨𝐝𝐚𝐲: https://lnkd.in/dHqum5TC #tradeflows #FX #granular #alternativedata

𝐒𝐩𝐨𝐭 𝐦𝐚𝐜𝐫𝐨 𝐬𝐡𝐢𝐟𝐭𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐭𝐡𝐞𝐲 𝐡𝐢𝐭 𝐭𝐡𝐞 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬: Top macro funds trust CEIC’s high-frequency and nowcasting datasets to identify turning points in growth, inflation, and jobs data faster than official releases. In lagging emerging markets, our structured, on-the-ground data provides the clarity to rotate decisively across equities, credit, rates, and FX.