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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: MIDDLE EAST
China’s export pivot to developing countries will be increasingly challenged
February 13, 2025
China's pivot to developing markets faces increasing challenges from rising trade barriers and heightened scrutiny from the US and other regions.
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Israel shifts attention toward the Houthis in the Red Sea
January 22, 2025
With cease fires in effect with Hamas and Hezbollah, Israel is increasing its focus on the Houthi rebel group in Yemen, targeting their strongholds to secure maritime activity in the Red Sea and mitigate disruptions caused by Houthi attacks.
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Trajectory of the Red Sea Crisis and its Impact on Global Commerce
January 11, 2024
The disruption has resulted in a significant surge of 226% and 69% in shipping costs from Asia to Europe and the US, respectively, as a growing number of shipments are being rerouted via the Cape of Good Hope.
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