Geopolitics

South Korea's semiconductor strategy and what it means for China

Economic ties are being reshaped by the semiconductor industry's evolution

What to do with frozen Russian assets

How could the EU help further fund Ukraine two years into the war?

Indonesia’s post-election balancing act

Indonesia must reconcile its aim to be a leading Asian power with its current over-reliance on China

European Commission predicts skyrocketing demand for critical raw materials

Two years later

US and UK strikes in Yemen: implications for global energy markets

While trade disruptions arising from the conflict in the Red Sea are so far minimal, a further regional escalation could impact global energy prices.

Taiwan’s future economic direction hinges on the election outcome

Depending who wins Taiwan’s 13 January election, the island could swing towards closer relations with China, or entrench decoupling from China.

Why the European Union-China summit is bound to disappoint

The European Union is increasingly disappointed with China over trade.

Israel-Hamas war: implications for gas markets

The conflict has already cut gas supplies to Israel and could start to have wider impacts by weighing on exports

How might China hit back over the EU’s electric vehicle anti-subsidy investigation?

China’s silence towards the European Union’s electric vehicle probe could mean that a more harmful retaliation is on its way

Israel-Hamas war: implications for the global oil market

Fears of Iranian involvement in the Hamas attack could destabilise the global oil market

Europe’s strategic challenge

The EU should pursue ‘gradual and pragmatic federalism,’ underpinned by essential governance reform.

European Union grain imports from Ukraine: the right decision and a cynical rebellion

The European Commission was right to let restrictive measures on Ukrainian grain lapse, but the decision has had negative side-effects.

Can Italy leave the Belt and Road Initiative without a backlash?

How China responds to Italy’s exit from the BRI may influence other members who are contemplating a similar move.

What to expect from the BRICS expansion

The evolution of the grouping alongside the changing dynamics of political economy.