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All in-depth research & reports


Mar 7, 2023

Fractured foundations: Assessing risks to Hong Kong’s business environment

By Logan Wright

The report analyzes in detail the risks to the commercial operating environment in Hong Kong that have emerged since the 2020 introduction of the National Security Law.

China East Asia

Issue Brief

Mar 6, 2023

China in Sub-Saharan Africa: Reaching far beyond natural resources

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

What are the implications of China’s expanding involvement in Sub-Saharan Africa’s investment, trade, cultural, and security landscape?

Africa China

Issue Brief

Feb 23, 2023

United States–China semiconductor standoff: A supply chain under stress

By Jeremy Mark, Dexter Tiff Roberts

What are the implications of US semiconductor policy for global semiconductor supply chains and the competition for primacy in an industry critical to the economy and global security?

China Economy & Business

Issue Brief

Feb 8, 2023

China Pathfinder: H2 2022 update

By GeoEconomics Center and Rhodium Group

In the second half of 2022, China veered from one extreme to the other, with carefully choreographed control followed by sudden turmoil. Nevertheless, China’s economic weakness is pushing leadership to strike a more business-friendly tone.

China Economy & Business

Issue Brief

Nov 30, 2022

Windfall: How Russia managed oil and gas income after invading Ukraine, and how it will have to make do with less

By Charles Lichfield

The “Fortress Russia” strategy has helped Moscow withstand the initial shock of Western sanctions but the domestic economic outlook is grim.

Economic Sanctions Economy & Business

Issue Brief

Oct 31, 2022

Engaging the Pacific Islands is no longer about the why, but about the how

By Marie Jourdain, Charles Lichfield

Over the past year, US and European engagement in the South Pacific has noticeably accelerated. Wooing these islands away from Chinese influence is clearly a priority but there are many dimensions to this.

Indo-Pacific Security & Defense

Issue Brief

Oct 27, 2022

Our guide to friend-shoring: Sectors to watch

By Hung Tran

This article aims to document the progress, potential, limits, and implications of friend-shoring, focusing on five key sectors.

China Europe & Eurasia
Modernizing the Bretton Woods institutions for the twenty-first century


Oct 17, 2022

Modernizing the Bretton Woods Institutions for the twenty-first century

By Ajay Chhibber

The challenges that led to World War II have resurfaced and created the dire need for reform of the Bretton Woods Institutions. A new system to address these challenges requires the three core “Rs”—a revised global remit, an enhanced resource base, and a mandate to monitor agreed-upon global rules.

Economy & Business Financial Regulation
Changing Bretton Wood Institutions


Oct 17, 2022

Changing Bretton Woods Institutions: How non-state and quasi-state actors can help drive the global development agenda

By Nisha Narayanan

This new report examines the increasingly influential role of non-state and quasi-public actors in global development and sustainable finance, specifically through the rising level of sustainable investments in emerging and development markets.

Economy & Business Fiscal and Structural Reform
How China would like to reshape international economic institutions


Oct 17, 2022

How China would like to reshape international economic institutions

By Victor Shih

Despite its size, China has an inadequate voice in traditional Bretton Woods Institutions. This paper examines aspects of the dissatisfaction China has with existing global governance institutions such as the World Trade Organization (WTO) and the International Monetary Fund (IMF). It also discusses the proposed changes to these institutions according to discussions with Chinese experts.

China Economy & Business