Featured analysis

Russian finance pivots east

Econographics May 29, 2025

After partial relief, what’s next for Syria sanctions?

By Alex Zerden

Syria remains a high-risk jurisdiction due to years of conflict, endemic corruption, state institution collapse, narcotrafficking of captagon, insufficient anti-money laundering efforts, and inadequate financing of terrorism controls.
Economic Sanctions Economy & Business
Russian finance pivots east

Econographics May 27, 2025

Dispatch from London: Engaging Trump without alienating the rest

By Josh Lipsky, Charles Lichfield

The GeoEconomics team traveled across the pond for a series of meetings and events to determine if the recent US-UK trade deal could be a template for other countries seeking accords with the United States.
Economy & Business International Markets
Russian finance pivots east

Sinographs Jun 2, 2025

Hong Kong highlights China’s policy of decoupling from US financial markets

By Jeremy Mark

The political benefits of an international financial center with Chinese characteristics will outweigh the pain that decoupling inflicts on China’s private sector.
China Economy & Business

COMMENTARY & ANALYSIS

Econographics deep dives

Special sections that go inside the Chinese economy, the evolution of sanctions, and the future of money.

 

Sinographs

In-depth analysis of economic and financial trends in the Chinese economy.

Fintech frontlines

Research and analysis on the intersection of technology and policy developments in finance.

Global sanctions dashboard

Monthly analysis of global sanctions regimes—highlighting new listings, delistings, and the motivations behind these changes.

Latest analysis

Econographics

Feb 9, 2024

China’s stock market collapse is the end of the road for many foreign investors

By Jeremy Mark

The long-running collapse of Chinese stocks has wiped out trillions of investment dollars and delivered another blow to an economy beset by property crisis, slow growth, and deflation, and has added uncertainty about Beijing’s very support for money-making.

China Economy & Business
Person pointing at screen

Econographics

Feb 8, 2024

Is the EU missing another tech wave with AI?

By Ryan Murphy

Policymakers in the United States and European Union view generative AI as one of the technological “commanding heights” of the coming decade. Are EU startups falling behind on funding?

Digital Policy European Union
Grain market in Africa with sellers

Econographics

Feb 1, 2024

Why 2024 will be a big year for positive economic statecraft

By Nicole Goldin

As geopolitics cast a shadow on the global economy, leaders are looking to build resilience, advance inclusive growth, and promote stability and security. Three January events already showcase that these positive economic statecraft (PES) approaches are clearly in effect this year.

Fiscal and Structural Reform Inclusive Growth

Econographics

Feb 1, 2024

Is China decelerating or recovering?

By Daniel Rosen

Rhodium Group predicts a modest recovery for China in 2024, a contrast to previous deceleration, contingent on Beijing’s structural reforms and credible policy shifts.

China Economy & Business

Econographics

Jan 25, 2024

Expect Chinese economic retaliation against Taiwan after the DPP’s presidential victory

By Hung Tran

Economic coercion will allow China to increase pressure on Taiwan without directly confronting the US and leave significant leeway to calibrate trade measures.

China Economic Sanctions
Mumbai economy with skyscrapers in the distance

Econographics

Jan 24, 2024

The advanced consumer economy driving India’s ascent

By Josh Lipsky, Sophia Busch

By 2030, India could become the world’s third-largest economy. Here’s how the rise of powerful consumers within the country is creating a massive new domestic and international market.

India International Markets
Dedollorization and RMB internationalization

Econographics

Jan 22, 2024

Dedollarization is not just geopolitics, economic fundamentals matter

By Niels Graham, Hung Tran

Geopolitical explanations have dominated recent analysis on dedollorization. While it is certainly a key factor, macroeconomics matter as well. US interest rates and a rising dollar are encouraging other countries to search for alternatives.

Brazil China

Econographics

Jan 19, 2024

The IMF’s perspective on CBDCs

By Tobias Adrian

Tobias Adrian outlines the IMF’s view on CBDCs’ potential for payment systems, financial inclusion, and cross-border payments, emphasizing innovation and collaboration for effective implementation.

Digital Currencies Digital Policy
China, In the center of the capital in a new commercial building construction

Econographics

Jan 10, 2024

China’s local government debts are coming due

By Jeremy Mark

China’s economic slowdown brings local government debts into sharp focus, threatening infrastructure and social services.

China Economy & Business
The view of boats on the red Sea.

Econographics

Jan 8, 2024

The long shadow of the Red Sea shipping disruption

By Alex Mills

Recent attacks on shipping moving through the red sea have exposed broader risks around international maritime commerce. Policy makers must use this wake-up call to build a more resilient international shipping ecosystem.

East Africa Economy & Business
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Content

Econographics

Jan 23, 2023

Russian finance pivots east

By Niels Graham

Starting in 2014 and accelerating after Russia's invasion of Ukraine, Moscow launched a financial pivot toward China. While it initially worked for both countries, economic stress in China as well as the risk of overreliance on Beijing may hinder its future success

China Economic Sanctions

EconoGraphics

Jan 14, 2023

Global Economic Events Calendar

By GeoEconomics Center

The Global Economic Events Calendar tracks key central bank meetings, major data releases, and significant international economic and political events

Economy & Business

Econographics

Jan 9, 2023

Fed reverse repos hit a new record: An unhealthy development

By Hung Tran

The Fed's large footprint in private short-term financial transactions will have largely negative implications for the US financial system and economy.

Economy & Business Macroeconomics

Econographics

Dec 15, 2022

A different monetary policy path in 2023

By Ole Moehr

Decisions and statements this week from the Fed, ECB, and the BOE tell us how they will each deploy tools at their disposal differently in 2023.

Economy & Business Europe & Eurasia

Econographics

Dec 8, 2022

The numbers that drove China’s Zero-COVID policy

By Niels Graham

China's adherence to zero-COVID was primarily driven by poor vaccination rates among seniors and weak health care infrastructure. As the country opens, both factors remain key health risks.

China Coronavirus

Econographics

Nov 23, 2022

US-China competition after the US midterms and the CCP 20th Congress

By Hung Tran

For the first time since becoming President, Joe Biden met face-to-face with Secretary General Xi Jinping on November 14, 2022, at the outset of the G20 Summit in Bali, Indonesia. Against the backdrop of rising tensions between the two countries, the United States hoped it would “put a floor under the relationship.” But the recent […]

China Economy & Business

Econographics

Nov 17, 2022

Global Sanctions Dashboard: What’s coming in 2023?

By Charles Lichfield, Maia Nikoladze, and Castellum.AI

Fall sanctions against Russia and Iran; implications of US semiconductor export controls against China; projected sanctions trends in 2023.

China Economic Sanctions

Econographics

Nov 11, 2022

The target of limiting global warming to less than 1.5 degrees is practically dead. Why do emissions per capita matter?

By Amin Mohseni-Cheraghlou

Achieving the target to limit global warming to below 2, preferably 1.5 degrees Celsius, by the end of the century seems more unfeasible than ever. The reason is simple. The most critical of greenhouse gases have continuously risen in the past decade and CO2 emissions are only expected to grow more in 2022 and for the foreseeable future. COP27 needs to pave the path for a renewed international cooperative and enforceable framework to reduce global greenhouse gas emissions by the world’s top emitters both in absolute terms and in per capita terms.

Climate Change & Climate Action Economy & Business

Econographics

Nov 8, 2022

What US outbound investment screening means for Transatlantic relations

By Elmar Hellendoorn

Whether the EU follows through with new outbound investment controls and what those might look like will also depend on the evolution of American national security policy and transatlantic diplomacy.

China Economy & Business

Econographics

Oct 31, 2022

The global infrastructure financing gap: Where sovereign wealth funds and pension funds can play a role

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

Having more than $65 trillion in assets, institutional investors such as SWFs and pension funds are uniquely positioned to bridge low-income economies’ infrastructure financing gap in the coming decades. The Bretton Woods Institutions (BWI) can encourage investment in developing countries’ infrastructure through providing various guarantee and insurance mechanisms, thereby reducing risk for private investors.

Economy & Business Inclusive Growth
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