Industry & Sovereignty
Manufacturing, supply chains, defense, trade, reshoring, industrial competitiveness, and state capacity.
42 articles
Investing For The Next 10 Years
The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.
24 Jan 2024
It Is Hard To Avoid China
American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.
24 Dec 2023
China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
20 Sept 2023
Beijing Unveils Measures to Regulate Key Metal Exports
In a move aimed at safeguarding national security and preserving its interests, China's Ministry of Commerce declared on Monday that it would enforce export controls on certain metals extensively utilized in the semiconductor sector.
06 Jul 2023
Warming U.S. - China Relations
Secretary of State Antony Blinken engaged in discussions with China's top diplomat Wang Yi in an effort to prevent escalating tensions between the two rival powers from spiraling into conflict.
22 Jun 2023
India's Bright Spot
India's economic growth is shining brightly as its outsourcing sector thrives and an increasing number of tech companies move their manufacturing operations to the country.
20 Jun 2023
The Great Reshoring
With the outbreak of the COVID-19 pandemic, supply chain disruptions became prevalent, prompting several Western countries to initiate campaigns focused on reshoring and nearshoring.
29 May 2023
Europe's Belt And Road
Italy's decision to join China's Belt and Road Initiative (BRI) is back in the spotlight, as Rome's new leadership faces a deadline to potentially end the agreement.
13 May 2023
Apple Bets Big On India
Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.
28 Apr 2023
Europe Rethinks Ties with China
The Dutch intelligence agency's warning was issued shortly after Emmanuel Macron's visit to the country, during which he suggested that the EU should remain neutral in any potential conflict between the US and China
25 Apr 2023
China's Car Market Booms
At the Shanghai auto show, global auto executives are returning to a vastly different market than the one they left in 2021. China-made brands now dominate key segments, propelled by new electric-drive models that are gaining ground both domestically and internationally.
19 Apr 2023
E.U. And China Meet
French President Emmanuel Macron and EU chief Ursula von der Leyen are currently holding talks with Chinese leaders in Beijing. These discussions could mark a new direction for the bloc's relationship with China, which has been strained in recent years.
10 Apr 2023
China's Manufacturing Loses Momentum
China's manufacturing industry, which accounts for one-third of the world's second-largest economy, lost momentum in March due to weak export orders, hindering the country's economic recovery from COVID-19 restrictions.
05 Apr 2023
U.S. Manufacturing Is Starting To Show Cracks
Weaker manufacturing data could indicate that consumers and businesses are becoming more cautious in the midst of economic uncertainty.
11 Mar 2023
China's Restart
After years of pandemic-driven disruptions, factory managers and workers are finally seeing the light at the end of the tunnel. The country rapidly removed restrictions of movement in December, a move that greatly increased the number of COVID-19 cases and caused further disruptions.
30 Jan 2023
China's Factory Activity Slows Down
According to the National Bureau of Statistics, October saw a decline in factory activity in China as a result of recurrent Covid outbreaks. According to the report, the official purchasing managers' index for manufacturing decreased from 50.1 in September to 49.2 last month.
23 Dec 2022
Apple Is Moving Out Of China
Apple is speeding up plans to move a portion of its production outside of China, which has long had a dominant position in the supply chain that helped create the most valuable corporation in the world.
21 Dec 2022
Chinese Exports Fall To Their Lowest Level In 2 Years
In November, Chinese exports decreased at their fastest rate in more than two years. It is the largest drop in outbound shipments from China since February 2020, when a statewide lockdown brought about a halt to economic activity led to a 8.7% drop year over year.
13 Dec 2022
Manufacturers Gradually Moving Out Of China
In order to diversify and increase manufacturing, Apple supplier Foxconn has inked a $300 million memorandum of understanding with Vietnamese developer Kinh Bac City.
23 Aug 2022
Supply Chain Issues Threaten The EV Rollout
Cobalt, nickel, and lithium, which are all essential for the manufacturing of batteries of EVs, are leading the cost increase in the average raw material costs for EVs.
24 Jun 2022