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Chinese trade diversion will shape Asian commerce

Location:

CHINA

US efforts to friend-shore and ‘de-risk’ supply chains have forced China to reroute trade flows, with India and Vietnam emerging as key low-cost manufacturing hubs. Meanwhile…

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…

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…

EU tech controls on China will not toe US line

Location:

EU

This has led the EU to adopt tools and risk assessments for controlling China’s access to European ‘critical technologies’. These moves are driven by sectional European…

China’s defence spending will remain stable

Location:

CHINA

Defence spending will account for 1.2% of GDP in 2024, having remained stable at around this figure for at least the past two decades. Nevertheless, outside estimates of China’s…

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…

Pyongyang’s Beijing and Moscow ties will be complex

Location:

NORTH KOREA/CHINA/RUSSIA

The PoE has since 2009 reported regularly on North Korea’s violations of UN Security Council (UNSC) sanctions. Beijing and Moscow are resisting an ineffective UN sanctions…

India’s role in regional maritime security will grow

Location:

INDIA

Separately, the IN’s presence in the Arabian Sea has increased markedly since December, in response to threats associated with the fallout from the Israel-Gaza war. Defence…

US AI export controls on China have limits

Location:

US/CHINA

However, the open-source nature of much AI development, and China’s mature domestic environment for driving AI development, mean such new measures are unlikely to impede Chinese…

Partnerships between AI firms and militaries will grow

Location:

INT

However, recent trends and developments in the AI industry also point towards these same tools’ potential to serve valuable defence purposes, including threat detection, enhanced…