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Globalisation evolves as FDI and supply chains shift

Location:

INT

Friend-shoring is outstripping near-shoring in the remaking of supply chains

Geopolitics, supply stress and rate rises will hit GDP

Location:

INT

The outlook is softening as Ukraine war impacts will aggravate supply chain disruptions and tighter financial conditions

Renewable goals demand more supply chain investment

Location:

INT

Greater indirect as well as direct investment may be key to realising renewable energy targets

The semiconductor demand/supply imbalance will persist

Location:

INT

Semiconductor supply is failing to keep pace with surging demand for use in electronic devices, telecoms and automobiles

Health preparedness and trade affect COVID-19 exposure

Location:

INT

Although health systems are crucial in mitigating the impact of the COVID-19 outbreak, trade exposure is also key

‘Green’ tech will power industrial commodity prices

Location:

INT

Demand will surge for the minerals for low-carbon technologies, but supply is concentrated and will lag, raising prices

Pandemic will alter the apparel sector permanently

Location:

INT

The pandemic has altered consumption patterns and deepened environmental concerns in this vital economic sector

Policy on ‘globesity’ epidemic must shed urban bias

Location:

INT

Approaches to tackling the rise in overweight and obese populations have tended to ignore alarming rural trends

This downturn will be more job-rich than past slumps

Location:

INT

Employment recovered far faster from the pandemic global recession than past crises, and remains historically strong

Near- and friend-shoring markedly alter trade flows

Location:

INT

The United States, Europe and Japan are trading more together and less with China, which is trading more with Russia