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Diamond sanctions will have a modest impact on Russia

Location:

RUSSIA

The ban will be extended by the end of the year to include diamonds polished in third countries, lab-grown diamonds, as well as jewellery and watches containing diamonds. The new…

The entwining of tariffs and US politics will continue

Location:

UNITED STATES

With trade policy, particularly towards China, likely to have an unusually high-profile role in this year’s presidential election, there is a growing awareness of the extent to…

EU will be assertive with new trade defence tools

Location:

EU

First cases pursued under the FSR show it could be one of the most far-reaching of the strategic autonomy measures introduced under this Commission. One Chinese company has…

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…

China's presence in Central America will strengthen

Location:

CENTRAL AMERICA

Nicaraguan lawmakers approved a Chinese loan for a new airport last month, negotiations with Honduras over an FTA are progressing and the new government of Guatemala -- Taiwan’s…

China’s defence spending will remain stable

Location:

CHINA

Defence spending will account for 1.2% of GDP in 2024, having remained stable at around this figure for at least the past two decades. Nevertheless, outside estimates of China’s…

South Korea will regain growth momentum

Location:

SOUTH KOREA

Separately, the head of Samsung Electronics -- the cornerstone of the Samsung Group, which contributes around 20% of South Korea’s GDP -- has been cleared of wrongdoing in a…

Pyongyang’s Beijing and Moscow ties will be complex

Location:

NORTH KOREA/CHINA/RUSSIA

The PoE has since 2009 reported regularly on North Korea’s violations of UN Security Council (UNSC) sanctions. Beijing and Moscow are resisting an ineffective UN sanctions…

US allies will worry about Trump's Asia policies

Location:

UNITED STATES

Democrats and Republicans largely share the assessment that China poses the greatest challenge to US interests globally. The Biden administration retained Trump’s strong tariff…