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China Macro Flash

Macro Flash: China Economic statistics (Jan.-Feb. 2021)

From January to February, due to factors such as the low base in the same period in 2020 , the year-on-year growth […]

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China ENG Macro Focus ENG

China: Key takeaways from the Government Work Report for 2021 (政府工作报告)

Premier Li Keqiang first outlined the measures taken by the Chinese government in the context of the Covid-19 pandemic whose […]

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Africa China Economy Emerging Economies (ex-China) ENG Eurozone G20 / Global GCC India Latin America MENA ENG Russia & FSU United States Video ENG

Market narratives [Podcast]: Multipolarity and the intersection between economics and geopolitics

Alexandre Kateb, founder and chairman of The Multipolarity Report was the guest of Alex Proimos, CFA Market Narratives Podcast series which he runs for Investment Magazine, dedicated to the Australian institutional investors community. The 35 minutes long discussion tackled critical issues at the juncture of Economics, Finance and Geopolitics focusing on what they meant for investors. From the rise of the BRICS and the future of the US-China relationship to global inequality, the power of social networks and Big Tech, the global energy transition and the redefinition of political risk in a Multipolar World.

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Business Intelligence China Commodities ENG Future of Energy & Mobility G20 / Global GCC Hydrogen economy Japan MENA ENG Oil United States

Business Intelligence: Is the Hydrogen Economy ready to take-off?

Hydrogen as a feedstock for the petrochemical industry Since the first demonstrations of water electrolysis some two hundred years ago, […]

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China Economy ENG G20 / Global United States Video ENG

MEDays Talks: [Webinar Recording] The future of the US-China relationship

What are the key challenges for the US-China relationship with a Biden Administration? MEDays Talk Discussion between Prof. Yong Wang, Andrew Leung and Alexandre Kateb

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Business Intelligence China

Business Intelligence: China’s New EV roadmap for 2021-2035

China is the world’s largest car market with over 25 million vehicles sold in 2019, of which 1.2 million is comprised of EVs – around 55% of all EVs sold in the world that year.
China’s support to its EV industry is moving from a quantitative to a qualitative approach and from op-down heavy handed industrial policies to a market based approach supported by environmental incentives. This is reflected in the New roadmap for New Energy Vehicles (NEVs) for the 2021-2035 that has been published by the State Council.

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Business Intelligence China ENG

Business Intelligence: China’s market regulators get tougher on Internet Platforms (网络交易监督管理办法)

The Chinese authorities are increasing their oversight of the country’s large Internet platforms.
The publication of the Draft Measures for the regulation of online trading (网络交易监督管理办法 – 征求意见稿) by China’s State Administration for Market Regulation China’s version of a global regulatory effort to prevent and to sanction some abusive practices which stem from the Platforms market power and dominant positions. The latest regulations put their focus on multihoming and other principles which are key for ensuring a fair competition in the digital age. Article 31 of the Draft Regulations prohibits abuses of market dominance by online trading operators.

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Business Intelligence China ENG

Business Intelligence: US embargo on Chinese chip industry

The measures taken by the Trump Administration against Chinese technology firms go far beyond Huawei. The latest casualty is SMIC, China’s flagship semiconductor fabrication firm. China’s semiconductors industry is now having difficult times. The US-China dispute has morphed into a commercial embargo against Chinese semiconductors industry. It involves non-Chinese and non-US companies, first and foremost Taiwan’s TSMC and Korea’s Samsung. It could have far reaching consequences, leading to a new restructuring of this global industry.

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Business Intelligence China ENG United States

The US 2020 election (3/3): The future of the US-China relationship

Revisiting George Kennan’s Containment Argument In February 1946, George Kennan, then an American diplomat in Moscow, sent his famed “Long […]

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Business Intelligence China ENG Future of Money & Finance

Future of Money: An update on China’s Digital Yuan Project

Known as the Digital Currency Electronic Payment (DC/EP), the CBDC (Central Bank Digital Currency) project piloted by the People’s Bank of China is so far the most advanced projet of its kind in the world. The introduction of a CBDC in the world’s most populous country and second largest economy may have far reaching consequences.