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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
The Old is New Again: China’s Third Plenum Likely to Be Redux of Supply-Side Reform
July 12, 2024
Supply-side reform will likely continue to be the focal point for the Third Plenum, despite public calls from key figures for stimulating domestic demand.
Read MoreUnited States: IRA Faces Headwinds on Energy Transition
May 30, 2024
The IRA, in tandem with tightening restrictions on clean energy technologies sourced from China, has the potential shift the green technology value chain.
Read MoreSuccess of the CHIPS Act Faces Complex Geopolitical Conditions
May 2, 2024
COVID and geopolitical rivalry have highlighted the reliance of the US on semiconductor manufacturing on Taiwan, in particular. The Biden admin aims to improve supply chain resiliency and security as well as drive economic growth with the CHIPS Act.
Read MoreContinued Tough Stance on China, Regardless of Election Outcome
February 28, 2024
Companies in critical technology areas will see increased scrutiny on business dealings with China, especially around outbound investment and partnerships with Chinese companies regardless of where they are operating.
Read MoreIndonesia 2024 Elections: Impact on Industrial and Climate Policies
February 7, 2024
The goal to elevate the production of higher value-added goods within Indonesia, while curbing the export of raw materials, will intricately influence company sourcing and production strategies, with effects differing across industries.
Read MoreChina Navigates Economic Challenges to Spur Growth
February 1, 2024
With old growth drivers faltering and household consumption failing to emerge, China seeks to expand production capacity in strategic emerging industries (SEIs) as a new pathway to growth.
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