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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 will ramp up its military assertiveness

Location:

CHINA

CHINA: Military assertiveness will ramp up

Central Europe is cutting dependence on Russian energy

Location:

EASTERN EUROPE

The four Visegrad (V4) countries -- Hungary, Czechia, Slovakia and Poland -- have built up gas stocks to prepare for the winter. Once the EU states most dependent on Russian gas…

West plans to stop relying on Russian nuclear fuel

Location:

RUSSIA/INT

RUSSIA/INT: West plans to cut Russian nuclear fuel

Politics will drive growth in trade de-dollarisation

Location:

INTERNATIONAL

A move away from the US dollar is gaining momentum, driven by the West’s use of economic sanctions, high levels of sovereign debt and a desire to de-link monetary policy from the…

Iran’s diplomatic ties will improve in the main

Location:

IRAN

IRAN: Diplomatic ties will improve in the main

Myanmar attack may lead to more fuel-related sanctions

Location:

MYANMAR

MYANMAR: Attack may prompt more fuel-related sanctions

Mexico nearshoring gains may fall short of potential

Location:

MEXICO

Mexico, with its long US border and relatively low wages, is well-placed to take advantage of this trend, and is doing so to some extent, but several factors are weighing on its…

Foreign security support for Haiti is not without risk

Location:

HAITI

HAITI: Foreign security support is not without risk

Russia likely to scale down but not end EU gas supply

Location:

RUSSIA

Moscow blames technical delays but this is only the latest in a series of supply slowdowns that EU leaders believe are entirely political: a means of punishing European states for…