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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM
October 3, 2024
The EU-Vietnam Free Trade Agreement (EVFTA) aims to eliminate 99% of tariffs by 2030, increasing EU's access to Vietnam’s market. However, the EU's Carbon Border Adjustment Mechanism (CBAM) may challenge the EVFTA's effectiveness by increasing export costs.
Read MoreIncrease in e-commerce goods from China prompts scrutiny in the US and Europe
August 15, 2024
Changes to de minimis rules and other restrictions on Chinese e-commerce companies, if successful, could help reduce strains in the air freight market, where e-commerce goods are taking ever more capacity across Asia outbound.
Read MoreUK and France Elections 2024: Results and Aftermath
July 9, 2024
An overwhelming Labour majority puts the onus on center-left Prime Minister Keir Starmer to deliver on reforms to spur faster economic growth. In France, a hung parliament ends President Macron’s reform agenda and will make France largely ungovernable for the next three years. A weakened Macron may also quiet France’s voice in the EU but won’t drive massive changes to EU policy.
Read MoreEuropean Elections 2024: Results and Aftermath
June 20, 2024
A more right-wing European Parliament will reduce the introduction of new sustainability initiatives, but won’t drive massive changes in EU policymaking.
Read MoreWith EU Elections, Russia and China Relations Come Into Focus
May 22, 2024
Despite a rightward shift, overall EU relations with Russia and China will remain tense. EU concerns on China are wide-ranging and fundamental.
Read MoreCBAM – What is it and what are the implications for global trade?
April 10, 2024
The EU hopes CBAM will reduce global emissions by incentivizing companies to source from low-emissions suppliers and by encouraging other countries to adopt climate mitigation policies.
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