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US Elections - Economic Policy Signals from VP Harris

October 10, 2024 | Vice President Kamala Harris released her economic plan. The bulk of her investments are poised to impact services with a smaller investment in modernization of traditional industries alongside advanced industries.

 

EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM

October 3, 2024 | The EU-Vietnam Free Trade Agreement (EVFTA) aims to eliminate 99% of tariffs by 2030, increasing EU's access to Vietnam’s market. However, the EU's Carbon Border Adjustment Mechanism (CBAM) may challenge the EVFTA's effectiveness by increasing export costs.

 

Another View of China’s Deep Involvement in Global Supply Chains

September 12, 2024 | Rhetoric on derisking trade from China is growing due to geopolitical tensions, but strong trade complementarity remains, highlighting China's crucial role in global supply chains.

 

"China Week" Does Not Address Key Trade Issues2024 Global Outlook: A Turning Point

September 9, 2024 | The US House of Representatives has released a list of proposed China-focused legislation expected to come to a vote over the course of what Speaker of the House Mike Johnson (R-LA) dubbed “China Week”.

 

 

 

 

 

 

 

 

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US Industrial Policy: CHIPS Act and IRA

July 2024 | Analysis of the impacts and upcoming election risks due to these pivotal pieces of legislation passed in the United States in 2022.

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2024 Midpoint Trade and Geopolitical Update

July 2024 | Midyear update to key trade and geopolitical trends, with a focus on elections, risk management and assessing the long-term picture for supply chains.

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2024 Midpoint Economic Update

July 2024 | Midyear update to our outlook on global economic trends, particularly with respect to the US, the EU, and China.

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Internationalization of Chinese Companies

June 2024 | A spike in Chinese exports is fueling concerns in advanced economies even as Chinese companies are investing abroad.

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