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China will prioritise domestic over foreign policy

Location:

CHINA

President Xi Jinping in a speech commended the accomplishments of China’s leadership since he came to power over a decade ago. At a time when China faces growing economic…

Eased travel to China will have limited success

Location:

CHINA

Measures include relaxed visa requirements and improved payment options. Visitors from some European and South-east Asian countries have joined a group of 17 other countries that…

China will boost grain supplies

Location:

CHINA

President Xi Jinping has repeatedly cited food security as one of his top strategic priorities. Amid geopolitical tensions and global supply chain disruption, recent years have…

China's global initiatives will evolve

Location:

CHINA

The summit marked the tenth anniversary of the government’s flagship Belt and Road Initiative (BRI). Beijing revised the BRI’s emphasis from large-scale infrastructure projects to…

Japan’s agricultural exports will increase

Location:

JAPAN

Although agriculture accounts for less than 1% of Japan’s GDP and total employment, its development has come into the focus of public attention amid rising food security concerns.

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…

Asia ‘ex-China’ investment will struggle for traction

Location:

ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

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…

Thailand will pursue a more proactive foreign policy

Location:

THAILAND

Thailand is devoting more attention to foreign policy under Srettha. The fallout from the 2006 and 2014 coups adversely affected its foreign relations, but it retains an important…

Low savings limit Japanese spending and GDP growth

Location:

JAPAN

The economy slowed sharply in the second half of 2023. Consumption is lower than a decade ago, as a consequence of population ageing and insufficient savings, which reflects a…