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Construction site and excavation

Econographics

Feb 22, 2024

‘Connector economies’ and the fractured state of foreign direct investment

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Hung Tran</span>

Most attention has been focused on the fragmentation of world trade. But fragmentation can be observed in the flow of foreign direct investment (FDI) as well. And, like trade, the picture is nuanced: Global FDI flow has fallen as a share of GDP, but a handful of countries have seen an influx.

China Macroeconomics

Econographics

Feb 16, 2024

Youth unemployment in China: New metric, same mess

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Nicole Goldin</span>

The youth labor induced weakening of Chinese productivity and growth has the potential to impact youth labor markets worldwide.

China Economy & Business
Brazil, Corn, Agriculture, Food Security, G20, COP30, Global South

Econographics

Feb 14, 2024

Brazil aims to advance its bid for leadership of the Global South through food security

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Josh Lipsky</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Mrugank Bhusari</span>

If Brazil delivers tangible benefits on food security through its Presidency of the G20 and COP30, it will cement its position as a key leader of the Global South.

Brazil Economy & Business

Econographics

Feb 13, 2024

The IRA and CHIPS Act are supercharging US manufacturing construction

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Niels Graham</span>

The IRA and CHIPS Act are driving a new construction boom of American manufactures to build the next generation of facilities to produce electronics and green goods for the energy transition

Economy & Business Energy Transitions

Econographics

Feb 9, 2024

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

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Jeremy Mark</span>

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 <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Ryan Murphy</span>

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 <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Nicole Goldin</span>

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 <span class="gta-embed–tax–expert gta-post-embed–tax–expert" >Daniel Rosen</span>

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 <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Hung Tran</span>

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

China Economy & Business
Mumbai economy with skyscrapers in the distance

Econographics

Jan 24, 2024

The advanced consumer economy driving India’s ascent

By <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Josh Lipsky</span>, <span class="gta-embed–tax–expert gta-post-embed–tax–expert">Sophia Busch</span>

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 Macroeconomics

Content

EconoGraphics

Mar 10, 2021

How much money is the G20 spending?

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >GeoEconomics Center</span>

Our new fiscal firepower heat map, updated through March 2021, shows how G20 COVID-19 crisis spending now compares to the Global Financial Crisis. While nearly every country is deploying its fiscal firepower significantly more than a decade ago, China is still spending less.

China Economy & Business

EconoGraphics

Feb 12, 2021

Time for transatlantic trade to take off

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Ole Moehr</span>

Trade tariffs continue to pose a threat to a transatlantic economy weakened by COVID-19, but there may now be some light at the end of the tunnel. Keen to rebuild transatlantic ties, Washington and Brussels must walk the talk to reach an agreement on aircraft subsidies and move the US-EU trade agenda forward.

European Union Trade and tariffs

EconoGraphics

Feb 12, 2021

Global Sanctions Dashboard: January

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Michael Albanese and Castellum.AI</span>

Growing use of sanctions in foreign policy, Chinese sanctions against US senators, multilateral coordination on the sanctions policy.

China European Union

EconoGraphics

Feb 3, 2021

ANT Group IPO compromise shows that foreign investment in China will only go so far

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >GeoEconomics Center</span>

Last December, Chinese President Xi Jinping blocked ANT Group’s planned IPO and no one was quite sure what would come next. Then news broke this morning that ANT Group and Chinese regulators reached an agreement to restructure the fintech giant into a financial holding company. As a financial holding company, ANT must abide by a […]

China Financial Regulation

EconoGraphics

Jan 21, 2021

Addressing African debt burdens

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Stefan de Villiers</span>

Across the world, COVID-19 has ravaged economies and government revenues. For many sub-Saharan African (SSA) nations, that has tipped the delicate balance of debt. Zambia was the first affected, defaulting on debt obligations in November. Many more must take action to avoid the same fate, including Angola, Gabon, Ghana, and Kenya, among others.

Africa Fiscal and Structural Reform

EconoGraphics

Jan 5, 2021

Tracking the COVID-19 economy

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Nitya Biyani</span>

Key economic indicators for Japan, UK, European Union, and the United States.

Coronavirus Economy & Business

EconoGraphics

Dec 1, 2020

Global QE Tracker

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >GeoEconomics Center</span>

This Global QE Tracker allows users to compare the major central banks’ different quantitative easing policies, offers in-depth breakdowns of each institution’s specific QE measures, and explains in clear terms how QE and interest rates work together to produce successful monetary policy.

Economy & Business European Union

EconoGraphics

Oct 29, 2020

US Q3 GDP: Good news, but old news

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Amanda Dickerson</span>

The latest GDP numbers for the US are historic but misleading. Our analysis shows that this growth doesn’t convey the whole story.

Economy & Business Macroeconomics

EconoGraphics

Oct 23, 2020

Confidence in Chinese sovereign debt shows decoupling is a long way off

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Hung Tran</span>, <span class="gta-embed--tax--expert gta-post-embed--tax--expert">Nitya Biyani</span>

International investors have also been attracted to China’s domestic Renminbi (RMB)-denominated bond markets, estimated to raise their holdings to 3 trillion yuan ($448 billion) —a 50 percent increase which is quite impressive during the pandemic crisis. Growing confidence in Chinese sovereign debt shows decoupling is a long way off.

China Economy & Business

EconoGraphics

Oct 16, 2020

The world in debt

By <span class="gta-embed--tax--expert gta-post-embed--tax--expert" >Stefan de Villiers</span>

On Tuesday, the IMF released a new World Economic Outlook report for October 2020. In the report, alongside adjusted growth expectations, were updated measures of government debt. From that data, the GeoEconomics Center has created a visualization to track the debt burden felt across the globe. Our new tracker focuses on general government gross debt […]

Economy & Business Financial Regulation