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International supply chains pose green challenges

Location:

INTERNATIONAL

Trade-offs with other policy concerns such as domestic job creation pose political dilemmas. Both green technology products and their inputs are increasingly seen as strategic…

Indian pharma will struggle to meet COVID-19 demand

Location:

INDIA

Impact of COVID-19 on Indian pharma.

China-US tensions risk unravelling tech value chains

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CHINA/US

The technology industry today is the child of unparalleled globalisation and transnational integration. However, Apple’s downgrade is one of many signs that these processes are…

'Reshoring' from China is slowly but surely underway

Location:

CHINA

However, this is a partial and long-term process that for the rest of this decade is likely to leave China as an integral part of many transnational supply chains. Reshoring will…

Ukraine war will damage South Korea's economic growth

Location:

SOUTH KOREA

It threatens its energy security, creates cost-push inflation due to rising prices of imported commodities and disrupts exports and supply chains. This will slow South Korea's…

China’s exports will recover but trade sanctions loom

Location:

CHINA

Chinese exports grew by 7.1% year-on-year in US dollar terms, while imports expanded by 3.5%. The trade gap narrowed to USD39.7bn in February. Export growth was buoyed by rapid…

US chip controls on China will be an ongoing battle

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CHINA/US

China has limited capacity to substitute for imports in this field over the next few years, so the critical factors will be US ability to enforce the controls and the extent to…

Modi seeks to rebuild India's flagging ASEAN ties

Location:

INDIA/ASEAN

Outlook for India-ASEAN ties.

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 step up attempts to bolster food security

Location:

CHINA

The law would set out responsibilities to support agricultural production, protect farmland, improve storage and reduce waste. Maintaining domestic production of key staples is a…