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Automakers will rev up electric vehicle output

Location:

INTERNATIONAL

This is pushing up prices, and accelerating changes in product lines, corporate structures and supply chains. Meanwhile, major vehicle and parts manufacturers are investing…

US tariffs will test trade alliances and architecture

Location:

INTERNATIONAL

The USTR will subject 284 more products worth 16 billion dollars to public comment. President Donald Trump is intensifying his efforts to return manufacturing to the United States…

China will show restraint in deploying cyber tools

Location:

CHINA

Amid rising economic and cybersecurity-related tensions between China and the Western economies, but also with regional neighbours, China’s growing cyber capabilities are…

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…

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…

Taiwan will continue to diversify its investments

Location:

TAIWAN

Rerouting of capital flows follows not only global supply chain realignment away from China but also Taipei’s New Southbound Policy (NSP), which will facilitate Taiwanese…

There is scope to limit EU-US tension over IRA

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EU/US

The EU worries that the bill will harm the competitiveness of the European economy as it seeks to recover from COVID-19 and the war in Ukraine. Brussels is contemplating various…

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…

Europe’s strategic focus on the Indo-Pacific will grow

Location:

EUROPE

All three countries are united by the objective to mitigate US-China rivalry by promoting multilateralism and engagement among middle powers, while at the same time using these to…

Strategic sanctions are costly foreign policy tools

Location:

INTERNATIONAL

Sanctions outlook.