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Tough economic challenges await Taiwan president-elect

Location:

TAIWAN

The election in January of Lai Ching-te as president signalled continuity in economic policy, and economic pressure from Beijing has to date had limited effect. However, Lai faces…

US foreign digital diplomacy will see limited success

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US

The strategy lays out an ambitious agenda for promoting digital rights and an open internet, and underlines US fears that other countries, especially China, are gaining ground in…

Mexico will be a key player in US-China trade tensions

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MEXICO

However, it appears to have done so in no small part due to geopolitics rather than the strength of its own economy. Chinese investments and Mexican imports of Chinese products…

Global AI regulations will diverge

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INT

Despite a strong Chinese push on AI innovation, Beijing’s regulatory approach to AI sharply contrasts with the approaches of Western digital economies, notably the United States…

Iran is approaching the limits of its oil expansion

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IRAN

Iran’s increasingly skilled sanctions evasion (aided by less intense US enforcement) has made it the second-largest contributor to higher global oil output over the past year…

Outlook is mixed for Indonesian economy

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INDONESIA

A key driving factor was soaring government consumption ahead of the February general election, which included the race to succeed Joko ‘Jokowi’ Widodo as president, won by…

Russia will target expanded BRICS for grain exports

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RUSSIA

The entry into BRICS of Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates (UAE) -- all major importers of grain -- gives Russia an opportunity permanently to…

China’s AI chip industry will grow but still lag

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CHINA

China is working hard to boost its domestic AI chip industry in response to US restrictions. The support significantly impacts the development of its entire AI sector, the…

Crypto will gain strength in the United Arab Emirates

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UNITED ARAB EMIRATES

Led by Dubai and Abu Dhabi, the UAE was an early mover in the industry and latterly has seen an influx of investors from jurisdictions where regulation has been introduced and…

Asia ‘ex-China’ investment will struggle for traction

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ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…