Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics. 

TOPIC: EUROPE

EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM

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 More

Increase in e-commerce goods from China prompts scrutiny in the US and Europe

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 More

UK and France Elections 2024: Results and Aftermath

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 More

European Elections 2024: Results and Aftermath

A more right-wing European Parliament will reduce the introduction of new sustainability initiatives, but won’t drive massive changes in EU policymaking.

Read More

With EU Elections, Russia and China Relations Come Into Focus

Despite a rightward shift, overall EU relations with Russia and China will remain tense. EU concerns on China are wide-ranging and fundamental.

Read More

CBAM – What is it and what are the implications for global trade?

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.

Read More