EIU global themesUS-China relations: latest analysis and insightsThe US and China have been on a collision course for the better part of a decade and there is little prospect of an improvement in relations. In the coming years, the rivalry will shift away from trade towards other issues, including intellectual property protection and market imbalances created by China’s economic model. Third countries will increasingly be at risk of having to choose sides.Stay ahead of shifting geopolitical dynamics worldwide with EIU’s award-winning forecasts, analysis and data. Whether you are involved in business strategy development, investment or risk management, our solutions will provide you with extensive political and economic intelligence to move your business forward. Inquire now
US-China tensions: are EVs next in the firing line?We expect the US to publish new restrictions on outbound investment to China in early-to-mid May, targeting key advanced technologies such as semiconductors. Read more
India and the US to partner for future technologiesOn January 31st India and the US announced partnerships in the fields of space, defence, semiconductors and next-generation technologies. The bilateral agreement is another example of the US strengthening relations with allies in strategic areas while isolating China. Read more
Ukraine war will worsen US-China tensionsThe US has been applying pressure on China to distance itself from Russia, and before the meeting media leaks indicated that the US had told its European allies that China was considering providing military support to Russia. Read more
ASEAN strives to stay neutral as US-China tension risesASEAN members represent important “swing” votes for China and the US as their competition for influence deepens. The bloc is clearly concerned about the military action taken by China following the visit to Taiwan by a senior US parliamentarian, Nancy Pelosi, but is also confused about the motivation for the trip. Read more
How would the US react if China tried to seize Taiwan?Chinese incursions in Taiwan’s airspace have increased in recent weeks amid belligerent rhetoric from China that Beijing would, at some point, proceed with so-called “reunification” with Taiwan. Read more
China is set to benefit most from declining US interest in the MENA regionThe US withdrawal from Afghanistan offers the starkest example yet of its slow long-term disengagement from the region. Read more
Conflict over Taiwan: assessing exposure in AsiaDeepening tensions between China, Taiwan, and the US have increased risks. EIU’s latest report explores the implications of a potential conflict over Taiwan for the Asia-Pacific region, highlighting the most vulnerable countries. Find out more
Top global risk scenariosAlthough inflationary pressures have eased since mid-2022, high interest rates are weighing on growth and investor confidence. Meanwhile, geopolitical tensions remain high as divisions between Russia and Western democracies continue to widen. Find out more
China outlook 2023China’s zero-covid restrictions have been lifted, but the path forward will be bumpy. The nation’s newly appointed leaders will inherit a troubled economy, with a struggling property sector and the need for new regulations in the technology industry. Find out more
Country analysisPrepare for what’s aheadUnderstand the political, policy and economic outlook with EIU’s award-winning forecasts, analysis and data. Our Country Analysis service examines the global dynamics that will affect your organisation, empowering you to plan for the future. Find out more
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