Both action and inaction on China carry costs for EU industry Europe faces structural changes in China's economic model Europe’s concerns reflect a fundamental shift in China’s economic system. Weak domestic demand and extensive state support have reinforced an export-led growth model, generating large trade surpluses and excess industrial capacity. This has intensified competitive pressures […]
Asia-Pacific bearing the brunt of shortages Roughly 80% of crude oil and LNG passing through the Strait of Hormuz is destined for Asia, making the region especially vulnerable to the consequences of the conflict in the Middle East. The scale of impact varies market-to-market: Beyond energy, the impact is compounded by second-order supply disruptions. The possibility of fertiliser shortages is a particular concern – India, […]
The conflict in the Middle East is colliding with an already fragile global economy. While much of the immediate focus has been on Europe and the US, the second-order effects for Asia may prove more enduring. In this episode, Flint experts examine how renewed instability in the Middle East could reshape the outlook for Asia’s […]
On Wednesday, 2 April, President Trump announced a baseline tariff of 10% on all US imports with specific tariffs for individual markets. Some of the highest rates were imposed on Asian jurisdictions. Countries across APAC have responded in a variety of ways: China has imposed retaliatory tariffs, Vietnam has offered to remove all tariffs, and […]
In this podcast, our experts take stock of Trump’s first month in office and discuss the implications for the US’s political, security and economic relationships around the world. The Trump Administration has moved quickly, making a range of announcements about domestic policy, deregulation, tariffs, and foreign affairs. Even if this momentum slows, it is clear […]
The first half of 2024 has seen several major international elections. Outwardly, international politics after these elections looks reasonably unchanged. In addition, the situation in Ukraine has to some extent stabilised, there has been no major conflagration in the Middle East, and the temperature has been controlled between the US and China. But beneath the […]
