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Trump AI policy would prioritise US-China competition

Location:

US

Congressional gridlock has hitherto left the White House leading on US AI policy. On the campaign trail for November’s presidential election, the prospective Republican nominee…

Recovery of Russian consumption is likely to moderate

Location:

RUSSIA

Strong household demand, now restored to pre-war levels, mitigated the impact on GDP of falling exports last year. The consumer market is profoundly changed, with new brands from…

Kazakhstan will struggle to boost oil output

Location:

KAZAKHSTAN

Astana's aspirations to reach 2 million b/d have been set back by difficulties in raising output at major fields. Government efforts to diversify the economy away from…

Russia will rely more on Chinese demand for gas

Location:

RUSSIA

Modestly increased gas exports to China have offset only a fraction of the lost business in Europe. The United States last year imposed sanctions on the flagship Arctic-2 LNG…

Americas Act seeks to recover US role in Latin America

Location:

LATIN AMERICA/US

US concerns have been growing over China’s increasing presence in Latin America. To date various US initiatives have failed to present an alternative to China’s expanding trade…

Chinese EV investment runs risks in Hungary, Slovakia

Location:

EASTERN EUROPE/CHINA

Slovakia’s first EV battery plant aims to support the nascent EV industry and underlying supply chains. Foreign capital and technological innovations are key for Central European…

Russian agri-food exports to China will grow briskly

Location:

RUSSIA

Over the past two decades, Russia has reoriented its economic centre of gravity to Asia and China in particular. At first, trade growth was built around the sale of hydrocarbons…

China will increase investment in emerging markets

Location:

CHINA

Although its investments in Africa have attracted considerable attention, the vast majority of China's OFDI has gone to Asia, principally Hong Kong and a few financial centres…

Papua New Guinea instability will increase

Location:

PAPUA NEW GUINEA

Marape's government is attempting to manage growing political fallout from widespread rioting in January, economic dislocation arising from fuel shortages and a spiralling…

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…