Global economy and trade

Xi Jinping’s new smiles got China off the hook at climate talks

Beijing's bandwidth to deliver is shrinking as its economic performance wanes.

Lessons for Europe from China’s quest for semiconductor self-reliance

This paper explores China's quest to become a domestic-demand-driven economy, and the lessons that can be learnt from its quest for self reliance.

Deglobalisation and Protectionism

This paper presents a data-driven examination of whether deglobalisation has happened and whether protectionism was the cause.

Russian foreign trade tracker

Biden, Xi focus on Taiwan and forget about Ukraine

The meet did not seem to offer solutions to the two most pressing problems for the international order.

Lessons from China’s semiconductor technology push

China’s semiconductors push already has lessons for the rest of the world.

Is globalisation really doomed?

Globalisation is under attack; to preserve its benefits, healthy domestic social contracts are essential.

A multinational Delphi consensus to end the COVID-19 public health threat

Is the world economy headed for recession?

A macroeconomic outlook for the global economy.

The advance of China’s private sector pauses, but the trend is unclear

The drop in the previous private-sector advance should not be viewed as the start of a new trend of continuous decline, at least not yet.

At Party Congress, Xi doubles down on China’s direction

The two key objectives are targeted self-reliance and national security

Decoding China’s 20th Party Congress

What does this meeting entail?

Europe’s promised semiconductor subsidies need to be better targeted

The proposed European Chips Act over-emphasises semiconductor production subsidies, focusing too little on increasing value-added in research.

The critical importance of chips – and having a plan for them

The Chips Act is the first, and an imperfect, step towards a long-term strategy that still needs to be designed.

Europe’s Quest for Energy Security and the Renewed Case for a Strong Mediterranean Green Energy Partnership

IEMed Mediterranean Yearbook 2022

China's rise in the Western Balkans

Mapping China’s strategic interests in the Western Balkans.