Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

TOPIC: EUROPE

The world has changed. Have Trump’s goals changed along with it?

November 14, 2024

Geopolitical conflicts and economic strategies are shaping the next Trump administration's trade policies, with a focus on key appointments and their implications for global trade.

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.

Increase in e-commerce goods from China prompts scrutiny in the US and Europe

August 15, 2024

Changes to de minimis rules and other restrictions on Chinese e-commerce companies, if successful, could help reduce strains in the air freight market, where e-commerce goods are taking ever more capacity across Asia outbound.

UK and France Elections 2024: Results and Aftermath

July 9, 2024

An overwhelming Labour majority puts the onus on center-left Prime Minister Keir Starmer to deliver on reforms to spur faster economic growth. In France, a hung parliament ends President Macron’s reform agenda and will make France largely ungovernable for the next three years. A weakened Macron may also quiet France’s voice in the EU but won’t drive massive changes to EU policy.

European Elections 2024: Results and Aftermath

June 20, 2024

A more right-wing European Parliament will reduce the introduction of new sustainability initiatives, but won’t drive massive changes in EU policymaking.

With EU Elections, Russia and China Relations Come Into Focus

May 22, 2024

Despite a rightward shift, overall EU relations with Russia and China will remain tense. EU concerns on China are wide-ranging and fundamental.

CBAM – What is it and what are the implications for global trade?

April 10, 2024

The EU hopes CBAM will reduce global emissions by incentivizing companies to source from low-emissions suppliers and by encouraging other countries to adopt climate mitigation policies.