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Diamond sanctions will have a modest impact on Russia

Location:

RUSSIA

The ban will be extended by the end of the year to include diamonds polished in third countries, lab-grown diamonds, as well as jewellery and watches containing diamonds. The new…

The entwining of tariffs and US politics will continue

Location:

UNITED STATES

With trade policy, particularly towards China, likely to have an unusually high-profile role in this year’s presidential election, there is a growing awareness of the extent to…

China’s exports will recover but trade sanctions loom

Location:

CHINA

Chinese exports grew by 7.1% year-on-year in US dollar terms, while imports expanded by 3.5%. The trade gap narrowed to USD39.7bn in February. Export growth was buoyed by rapid…

EU will be assertive with new trade defence tools

Location:

EU

First cases pursued under the FSR show it could be one of the most far-reaching of the strategic autonomy measures introduced under this Commission. One Chinese company has…

UK election will determine direction of EU relations

Location:

UNITED KINGDOM/EU

Labour has indicated that, if elected, it would pursue closer regulatory alignment and deals on security and mobility with the EU. The party has denied reports it might consider…

Sanctions will increase risks for Russian economy

Location:

RUSSIA

However, although output has grown, a tight labour market and persistent inflation have created new problems. The reorientation of trade away from Europe has resulted in a…

Rabat’s maritime sector will help geopolitical aims

Location:

MOROCCO

Existing conditions facilitate this: the country's open economy is highly dependent on foreign trade, it enjoys access to Mediterranean and Atlantic routes and ongoing…

US trade exposure to China will remain high

Location:

CHINA/UNITED STATES

In January-November, imports of Chinese goods dropped more than 20% year-on-year. China’s share of total US imports plunged to 13.9% from 16.7% in the same period in 2022, while…

India budget shows commitment to fiscal prudence

Location:

INDIA

It is only an interim budget because a general election is set to take place soon, most likely in April-May. The budget surprised many observers because of its lack of…

Gulf states: Western investment drive will accelerate

Location:

GULF STATES

This trend was sustained in 2023 with USD23bn worth of investments in US markets alone. However, Gulf investments are subject increasingly to greater Western scrutiny because of…