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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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Newsletter
18 September 2023
How can the EU issue debt to finance EU public goods?
Armin Steinbach
First glance
15 September 2023
Making the most of Europe’s anti-subsidy probe into Chinese electric vehicles
The EU anti-subsidy investigation into EVs from China is a reminder of the need for a new EU green industrial policy strategy.
André Sapir, Simone Tagliapietra and Jeromin Zettelmeyer
Opinion piece
14 September 2023
Europe must start preparing a new green investment plan
Jean Pisani-Ferry, Simone Tagliapietra and Georg Zachmann
First glance
12 September 2023
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.
Alessia Amighini and Alicia García-Herrero
Newsletter
11 September 2023
How can strong implementation tools enhance climate and energy governance?
Simone Tagliapietra
First glance
11 September 2023
The State of the European Union speech must address the return of economic policy trade-offs
The European Commission president should set out the need for a new EU business model founded on the supply of genuine European public goods.
Marco Buti
Opinion piece
18 September 2023
¿Qué precio pagará Italia por abandonar la Ruta de la Seda?
Alessia Amighini and Alicia García-Herrero
Opinion piece
07 September 2023
As China’s Economy Drags, the Rest of Asia Offers Hope
Alicia García-Herrero
Opinion piece
06 September 2023
Europe’s green deal will need broad support to succeed
EU has embarked on no less than an industrial revolution. A revolution that — unlike those of the past — is set against a tight deadline.
Jean Pisani-Ferry, Simone Tagliapietra and Georg Zachmann
First glance
06 September 2023
Competition with politicisation is not competition, it’s harmful protectionism
The European Union should reaffirm the principle that undue interference in competition enforcement is protectionism that has negative effects.
Christophe Carugati
Newsletter
30 August 2023
Following a boom, China's electric vehicle industry now faces weak domestic demand and heightened geopolitical risk
The story of China's EV industry.
Alicia García-Herrero
First glance
29 August 2023
The manufacturing jobs boom that isn’t
The US Inflation Reduction Act shows that massive subsidies are not leading to massive manufacturing job creation.
Niclas Poitiers
Opinion piece
07 July 2023
La France est traditionnellement plus encline aux politiques économiques protectionnistes que l’Allemagne
Armin Steinbach
Opinion piece
21 August 2023
Sparking Europe’s new industrial revolution
Simone Tagliapietra and Reinhilde Veugelers
Opinion piece
21 August 2023
The dangerous link between China’s real estate demise, the economy and the financial system
China’s property sector is plunging further into a crisis that could have major ramifications on the country’s real economy and financial sector.
Alicia García-Herrero
Opinion piece
13 August 2023
American ‘green’ protectionism, industrial decarbonsiation, and transatlantic steel and aluminium negotiations – a response to Todd N. Tucker and Timothy Meyer
David Kleimann