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Rising demand for data centers and its impact on Southeast Asia-5’s energy landscape
October 17, 2024 | Data localization policies in Southeast Asia-5 countries have increased local data centers by 28% between 2019 and 2023, intensifying electricity competition and challenging business expansion.
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.
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US Elections: Trade Policy and Economic Impacts
October 2024 | An assessment of the trade policy and economic impact for the upcoming US Elections, highlighting notable supply chain impacts.
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.
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.
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.