Alicia Garcia Herrero, Chief Economist for Asia Pacific at NATIXIS and Senior Fellow at Bruegel
Aug 04, 2025
The U.S.’ expanded tariffs under the second Trump administration are reshaping global supply chains by imposing steep, targeted duties and pressuring Asian economies to invest in American production. As manufacturing shifts away from China and its neighbors, countries like Mexico may benefit, while India risks being left behind.
Li Yan, Director of President's Office, China Institutes of Contemporary International Relations
Aug 01, 2025
The U.S. president’s policies have fueled deglobalization and disrupted the existing international order, but they have also pushed countries around the world to explore new models of cooperation and foster new approaches to trade.
Han Liqun, Researcher, China Institutes of Contemporary International Relations
Aug 01, 2025
In the high-tech center of the world, technology and capital are moving from merely lobbying Washington to reshaping it, a trend that poses ongoing challenges to the structure of political power in the United States.
Bibek Raj Kandel, Analyst and AsiaGlobal Fellow, University of Hong Kong
Sebastian Contin Trillo-Figueroa, Geopolitics Analyst in EU-Asia Relations and AsiaGlobal Fellow, The University of Hong Kong
Aug 01, 2025
Nepal’s EV surge, powered by Chinese technology and domestic hydropower, has displaced India’s industrial influence and exposed weaknesses in Delhi’s regional strategy. While it marks a shift in regional power, the transformation remains fragile, reliant on subsidies and foreign supply chains.
Leonardo Dinic, Advisor to the CroAsia Institute
Aug 01, 2025
In July 2025, the U.S. and China released national AI strategies with global aims: the U.S. ties AI exports to political alignment, while China promotes open cooperation with fewer conditions. These contrasting approaches reflect broader political differences and may give China an edge in global AI influence.
Zhang Monan, Deputy Director of Institute of American and European Studies, CCIEE
Jul 30, 2025
The EU and U.S. have agreed to a tactical cease-fire, not a strategic settlement. As long as Europe pursues strategic autonomy and Washington replaces rules-based multilateralism with transactional deals, fresh disputes are inevitable.
Earl Carr, Founder and Chief Executive Officer at CJPA Global Advisors
Jonah Kim, Analyst
Jul 29, 2025
Since the U.S.-China trade war began in April, Chinese companies have faced high tariffs and economic uncertainty, prompting them to reshore production to the U.S., shift manufacturing to developing countries, and diversify into other markets. Despite higher costs and regulatory challenges, they are balancing supply chain stability with expansion in Latin America, Southeast Asia, and Europe to maintain their low-cost business models.
Warwick Powell, Adjunct Professor at Queensland University of Technology, Senior Fellow at Beijing Taihe Institute
Jul 28, 2025
While Washington continues to dress up its economic strategy as innovation-driven and market-oriented, the passage of the so-called GENIUS Act suggests the emergence of a desperation, leading to the reckless engineering of systemic financial instability under the guise of modenisation. By enabling U.S. Treasuries to be used to underpin the issuance of so-called stablecoins, the new laws create a synthetic loop of leverage, which could threaten the very stability of the American and global financial systems.
Lili Yan Ing, Secretary General of the International Economic Association, Lead Adviser at Economic Research Institute for ASEAN and East Asia
Jul 28, 2025
Be careful what you wish for, lest it come true. That ancient proverb comes to mind when considering the eagerness of America’s trade partners around the world to negotiate deals with US President Donald Trump’s administration. Four countries already have, with Indonesia the latest to do so – and possibly the first to regret it.
Stephen Roach, Senior Fellow, Yale University
Jul 28, 2025
While no one has waved an official checkered flag in the Sino-American race for AI supremacy, the markets are betting that the United States will prevail. The chipmaker Nvidia recently became the world’s first $4 trillion company (and its CEO, Jensen Huang, has acquired global rock-star status). Microsoft, the biggest investor in OpenAI’s for-profit entity, is not far behind, with a valuation of $3.7 trillion.