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RCEP and its implications for trade and business

May 10th, 2021

At one of our recent CxO lunches we discussed the Regional Comprehensive Economic Partnership (RCEP), and what its implementation will mean for businesses operating in the region. Opinions were quite divided. Some noted that RCEP does not really achieve a lot and is more of a geopolitical win for China, while others praised the positive impact it will have in deepening regional value chains and cutting administrative costs.

  • ECN Insights
  • Business
  • China
  • Economy
  • Asia
  • Business, Industry
  • Economist Corporate Network

The case for speeding up the jab

May 10th, 2021

One of the biggest risks we see for the recovery of the global economy is the slow pace of vaccine distribution. The longer it takes to control the pandemic and inoculate the population across all countries, the more likely it is for new and stronger variants of the virus to emerge. This could render the current vaccines efforts ineffective and lead to additional restrictive measures, more state support and higher indebtedness.

  • ECN Insights
  • Business
  • China
  • Economy
  • Asia
  • Economist Corporate Network

China’s big demographic shift

May 7th, 2021

I have been conducting some research on demographics, and here is a chart that should raise concerns among, and even scare, Chinese policymakers due to its implications for the country’s development process.

  • ECN Insights
  • China
  • Consumer
  • Economy
  • Asia
  • Economist Corporate Network

Business implications from China’s carbon goals

May 7th, 2021

China’s efforts to advance environmental sustainability have been making the headlines owing to President Xi Jinping’s pledge for carbon emissions to peak by 2030, and carbon neutrality to be achieved by 2060.

  • ECN Insights
  • Business
  • China
  • Economy
  • Asia
  • Business, Industry
  • Economist Corporate Network

Some thoughts on the dual circulation strategy

May 6th, 2021

With recent news that China became the largest recipient of FDI in 2020, I wanted to share my thinking about the ‘dual-circulation’ strategy (DCS), which has continued making the headlines due to its potential implications in a world of fractured supply chains and rising geopolitical risk. Since being announced in May 2020

  • ECN Insights
  • Business
  • China
  • Economy
  • Asia
  • Economist Corporate Network

Sputnik moment, ten years delayed – From our Hong Kong Director

May 6th, 2021

Ten years ago, at his State of the Union address, US President Barack Obama famously called on Congress to support “our generation’s Sputnik moment” by investing in research and development, particularly in breakthrough technologies. America has since spent the decade with this audacious goal largely overshadowed by other pressing national priorities.

  • ECN Insights
  • Business
  • Economy
  • Asia
  • Economist Corporate Network

Avoiding weak links in your supply chain – From our South-east Asia Director

May 3rd, 2021

On 28 April, ECN South-east Asia held an event to address the challenges to supply chains, considering how we can improve agility and resilience in the face of obstacles and continuous volatility. The change factors affecting supply chains today existed long before the pandemic hit, and will be with us into the future.

  • ECN Insights
  • Business
  • Economy
  • South-east Asia
  • Economist Corporate Network

Key takeaways from ECN Beijing’s Regional Strategic Forecast

May 3rd, 2021

On 25 March we held our flagship Regional Strategic Forecast event, where our Global Chief Economist, Simon Baptist, delivered a presentation on the key economic and geopolitical trends impacting the region and what these mean for business. Below I share the key takeaways I got from the presentation for your convenience.

  • ECN Insights
  • Business
  • China
  • Economy
  • Asia
  • Economist Corporate Network