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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…

Parallel imports continue to support Russia’s economy

Location:

RUSSIA

Parallel imports have played a crucial role in securing the supply of goods for the Russian economy. The creation and management of parallel import channels is now an important…

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…

China-Germany ties will be impacted by trade clashes

Location:

CHINA/GERMANY

Germany’s trade and supply-chain dependence on China, and its sizeable corporate investments in the country, are at odds with pressure from both Brussels and Washington to take a…

Russia’s car industry will struggle to recover

Location:

RUSSIA

Russia’s full-scale invasion of Ukraine and subsequent Western sanctions caused a severe crisis in the automotive sector. Supply chains were severed, output collapsed and exports…

Georgia will keep exporting sanctioned cars

Location:

GEORGIA

The ban was implemented in response to EU and US pressure, as Georgia was a pivotal player in blunting the intended impact of sanctions. However, Georgian re-export of cars remain…

Putin’s visit to China reveals economic limits

Location:

RUSSIA

Both sides vowed to coordinate their responses to what they describe as a US-led policy ‘dual containment’ directed at Moscow and Beijing, strengthening the impression of a united…

China’s 5nm chip capability deepens Western concern

Location:

CHINA

This level of sophistication is not the most advanced on the market: Apple’s M3 chips, as well as the A17 powering the most recent version of the iPhone, use 3nm chips.