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Recent commentary
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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Opinion piece
01 December 2022
The COVID–19 pandemic and China’s economic slowdown
Any convergence with the U.S. economy will not continue for long.
Alicia García-Herrero
Opinion piece
29 November 2022
China protests add to uncertainty for investors
Demonstrations show how the country is struggling to deal with Covid and an easing of lockdowns.
Alicia García-Herrero
Opinion piece
25 November 2022
Europe must now strike a deal on energy prices
Europe must move beyond blocking agreement on a coordinated solution and undermining EU unity in the face of Russian aggression.
Simone Tagliapietra, Georg Zachmann and Jeromin Zettelmeyer
Opinion piece
25 November 2022
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.
Alicia García-Herrero
Opinion piece
18 November 2022
The big tech world is in crisis – and that might be a good thing
Big tech companies have been left exposed because they overestimated the growth of online activities during the pandemic, writes Christophe Carugati.
Christophe Carugati
Opinion piece
16 November 2022
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.
Alicia García-Herrero
Opinion piece
15 November 2022
NextGenerationEU: an underused facility?
The RRF has great potential to become an instrument for ‘insuring’ EU countries against common shocks.
Maria Demertzis
Newsletter
11 November 2022
The geopolitics of semiconductors and what Europe can expect
Alicia García-Herrero
Opinion piece
01 November 2022
Europe’s Looming Energy Disaster
With winter fast approaching, the absence of common guidelines for national energy policies should be regarded as an economic emergency.
Jean Pisani-Ferry
Opinion piece
01 November 2022
Political cooperation does not mean economic dependence
A robust economic system that can sustain shocks of any nature, including political, is needed.
Maria Demertzis
Opinion piece
26 October 2022
Germany’s Emerging War Economy
To meet the challenges of an age in which the threat of war is always present, Germany and Europe must invest heavily in military innovation.
Dalia Marin
Opinion piece
19 October 2022
At Party Congress, Xi doubles down on China’s direction
The two key objectives are targeted self-reliance and national security
Alicia García-Herrero
Opinion piece
17 October 2022
China’s real estate sector goes south
The demise of China’s real estate sector, pushed by developer defaults and mortgage boycotts, is a major risk for the Chinese economy.
Alicia García-Herrero
Opinion piece
17 October 2022
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.
Maria Demertzis
Opinion piece
07 October 2022
The importance of being fiscally earnest
As interest rates increase over the course of the next few months, there are bound to be asset-price corrections & rethinking of investment decisions.
Maria Demertzis
Opinion piece
30 September 2022
China can learn from the bursting of Japan's real estate bubble
Beijing cannot count on economic growth or fiscal space to tide through crisis
Alicia García-Herrero