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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: TECHNOLOGY
China and the US prepare for the next round
July 31, 2025
China is expanding legal measures in response to broader U.S. trade restrictions, targeting firms that comply with U.S. policies. This strategy aims to shield its slowing economy while increasing risks for foreign companies caught between both sides. Despite some easing of tariffs, the U.S. and China remain on divergent paths, with the U.S. pushing for strategic decoupling and China reinforcing its deterrents.
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US proposals to address Chinese trade and sanctions evasion
June 20, 2025
US officials are intensifying efforts to curb Chinese trade and sanctions evasion through new legislation. The Axing Nonmarket Tariff Evasion Act (ANTE) scrutinizes investments by Chinese firms in third countries while a proposed subsidy rule imposes existing licensing requirements on firms who are majority-owned by sanctioned companies.
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Rising demand for data centers and its impact on Southeast Asia-5’s energy landscape
October 17, 2024
Data localization policies in Southeast Asia-5 countries have increased local data centers by 28% between 2019 and 2023, intensifying electricity competition and challenging business expansion.
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