India and the death of free trade
February 27, 2017India and China are facing the consequences of a global decline in trade. Their resilience in the face of this adversity is more likely to be a function of their political systems than their economies. In particular, India’s long economic isolationism and only partial embrace of free trade could become a template that other emerging markets begin to follow.
Read moreSouth Korea seeks to maintain ties with China over deployment of U.S. anti-missile system
February 27, 2017China’s actions over the past three months indicate its intention to punish South Korea over its decision to deploy the U.S. Thaad anti-missile system on its soil. With the deployment date scheduled for later this year, foreign manufacturers with supply chain operations in East Asia should anticipate possible tariff hikes and physical barriers that could obstruct the flow of goods and services across the region.
Read moreTrump versus China
February 10, 2017China is pivotal to the Trump phenomenon. His victory flows from the poorly acknowledged conflict between the East Asian development model and Western free-trade ideology.
Read more[Special Report] The new protectionism – 2017’s mega-trend
February 6, 2017The political divide between ‘Left’ and ‘Right’ has become increasingly irrelevant. Today, the critical source of political risk emanates from a new divide between liberals and protectionists, with the pendulum swinging decisively towards the latter in 2016. The consequences for 2017 stand to be tumultuous, with the impact on emerging markets in Asia, Europe and Latin America particularly powerful.
Read moreTrend assessment: Rising anti-Chinese sentiment poses challenge for Beijing
February 1, 2017The estimated 50 million-strong Chinese diaspora, scattered across Southeast Asia and beyond will have been alarmed, or at least unsettled, by the re-emergence of widespread anti-Chinese sentiment.
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