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台灣大選的關鍵因素不在經濟,而在兩岸議題
雖然經濟因素在選舉中常是關鍵角色,但在2024台灣大選發揮的作用,並不如想像中的大。無可迴避的關鍵問題,仍在兩岸關係。
香港2024經濟前景:曲折和挑戰重重
2023年香港經濟經歷了周期性回升,但新冠疫情帶來的經濟創傷和外部環境帶來的阻力將繼續挑戰2024年的經濟前景。
中國經濟面臨結構性放緩,亞洲其他經濟體韌性較強
亞洲新興經濟體的崛起將有助於緩和中國的結構性放緩。
中國資本流動情況及影響一覽
中國的淨資本流動和外匯結算表明人民幣將繼續走弱。
中國結構性放緩背後的深層原因有哪些?
中國經濟的快速放緩是結構性因素導致的,不能完全用疫情衝擊來解釋。這是中國的發展模式所帶來的固有問題,因此能夠緩解這種結構性減速的政策極難實施。
Commentary items
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First glance
17 January 2024
To become a geopolitical player the European Union needs Treaty change
The EU will never become a serious geopolitical player without reducing national veto power.
Marek Dabrowski
Opinion piece
16 January 2024
Macroeconomic policy frameworks in the EU: in need of renewal
Maria Demertzis
Newsletter
15 January 2024
What is the role of electricity policy in the EU's quest for economic competitiveness?
Simone Tagliapietra
First glance
12 January 2024
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.
Simone Tagliapietra
Opinion piece
12 January 2024
Electricity pricing is Europe’s hidden industrial policy
Ben McWilliams, Giovanni Sgaravatti, Simone Tagliapietra and Georg Zachmann
First glance
12 January 2024
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.
Alicia García-Herrero
Opinion piece
10 January 2024
Visible Democracy
The EU’s consensus-driven stumble toward choosing institutional leaders is more democratic than the alternatives.
Rebecca Christie
Opinion piece
10 January 2024
Taiwan's election will mark an economic crossroads
Growth is rebounding, but island must decide whether to deepen links with China.
Alicia García-Herrero
Opinion piece
03 January 2024
2024 will be about Western economic normalisation, China’s deceleration and India’s catch-up
China will continue to decelerate slowly but steadily while the rest of emerging Asia will do well.
Alicia García-Herrero
Newsletter
22 December 2023
EU-China summit remains a ‘dialogue of the deaf’ for EU trade concerns
Alicia García-Herrero
Newsletter
22 December 2023
What will the EU face in 2024?
Rebecca Christie
First glance
21 December 2023
Assessing the Ecofin compromise on fiscal rules reform
The compromise reached by the Ecofin Council is imperfect. But it is still a big step forward.
Jeromin Zettelmeyer
Opinion piece
21 December 2023
Europe’s time to lead on climate action
Simone Tagliapietra, Giovanni Sgaravatti and Cecilia Trasi
Opinion piece
18 December 2023
Taiwan poised for economic bounceback in 2024
Growth should more than double from 1.2% to 2.9% so long as geopolitical risks including pivotal elections don’t bubble over
Alicia García-Herrero
Opinion piece
13 December 2023
Foreseeing world economy chokepoints in 2024
A rather positive scenario is subject to several risks, starting from geopolitics
Alicia García-Herrero
Opinion piece
13 December 2023
A new opening for Polish-German energy relations
The change of government in Poland and the Russian aggression in Ukraine provide an opportunity for a new opening for Polish-German energy relations.
Agata Łoskot-Strachota and Georg Zachmann