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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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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
Newsletter
18 December 2023
How can the EU keep its credibility for accession conditionality to work?
Heather Grabbe
First glance
12 December 2023
Bringing the reform of European Union fiscal rules to a successful close
EU fiscal rules must not unnecessarily restrict green investment.
Zsolt Darvas, Jean Pisani-Ferry and Jeromin Zettelmeyer
Opinion piece
12 December 2023
Artificial intelligence and energy consumption
It is difficult to evaluate whether the green transition will compensate for AI energy consumption.
Maria Demertzis
Newsletter
11 December 2023
What do the antitrust cases against Amazon reveal about contestability in the EU and the US?
Fiona M. Scott Morton
Opinion piece
06 December 2023
Against the odds, China’s push to internationalise its currency is making gains
Geopolitical concerns help support the use of the renminbi despite weak foreign investment trends
Alicia García-Herrero
Opinion piece
05 December 2023
'Green tech partnership' offers way to de-risk while decarbonizing
Dependence on China carries supply risks beyond just geopolitics
Alicia García-Herrero and Heather Grabbe
First glance
04 December 2023
Why the European Union-China summit is bound to disappoint
The European Union is increasingly disappointed with China over trade.
Alicia García-Herrero
Newsletter
04 December 2023
How close is Europe to winning the fight against air pollution?
Miquel Oliu-Barton
First glance
30 November 2023
Bypassing the German debt brake and continuing climate spending
There are ways around Germany’s debt brake, which limits government borrowing and is seen as a threat to the climate transition.
Georg Zachmann
First glance
30 November 2023
Poland: hope for rule-of-law correction, but serious economic challenges ahead
Obstacles created by Poland’s outgoing government and the deteriorating economic situation make the post-election outlook highly challenging.
Marek Dabrowski