Research Briefing
China’s low-cost AI models are narrowing the US AI moat, reshaping competition and raising questions over valuations, compute and the...
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Research Briefing
China remains a manufacturing leader, adapting its industrial strategy while other Asian nations find opportunities in complementary sectors. Discover more.
Research Briefing
The global investment growth trend is still weak, with G7 capital spending expected to rise just 2% this year.
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
Research Briefing
The US is loosening restrictions on advanced chip exports to China, hoping to slow its manufacturing progress, but China’s drive...
As confidence of the US’ role as the anchor of the international order weakens, our long-term Global Rebalance scenario explores...
Research Briefing
The recent geopolitical shocks and abrupt US policy shifts have heightened concerns about the stability of the dollar-centric global financial...
Global trade is set for a stronger-than-expected rebound, supported by lower US tariffs, continued AI-driven investment, and China’s renewed export...
Research Briefing
Research Briefing China’s Outbound Recovery: Slowing but Still Rising The rebound continues, but slowing demand, economic headwinds, and shifting traveler...
Research Briefing
Chinese manufacturing fixed investment shrank by 6.7% year-on-year in October, deepening the slump that began in July. We expect this decline to continue for most of H1 2026. The...
Research Briefing
Global tradeflows remain under pressure despite easing tariff tensions. Recent US–China agreements reduce select import taxes and support China’s 2026...
China's exports have adapted, rather than retreated, under higher US tariffs. It will be difficult for businesses and consumers to...
Research Briefing
China’s emerging roles as both a critical intermediate goods supplier to global supply chains and a dominant producer of high...
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
Consulting Report
Our report explains why the European chemical industry is undergoing a severe and sustained contraction. Structural pressures, principally high energy...
Research Briefing
China’s latest “anti-involution” campaign, aimed at curbing excessive price competition, falls well short of the kind of meaningful supply-side reform...
Research Briefing
Explore Australia's goods trade dynamics, with rising exports and falling imports. Learn how global demand impacts the trade balance and...
Research Briefing
China is unlikely to achieve full chip self-sufficiency any time soon because of high technological hurdles in producing advanced manufacturing...
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
