Industry
China’s clean-tech dominance shows why cheaper supply can become a strategic dependency problem for Europe. Related Articles: China’s Subsidy Mo
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Subsidies are concentrated in sectors that now shape the next phase of industrial competition: solar, chips, steel, aluminium and shipbuilding. Related Articles:
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The rise in geopolitical risk following the outbreak of the Ukraine war is estimated to have weighed on eurozone industrial output while driving consumer prices higher. Related Articles:
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The euro-area GPR index shows why regional measurement matters: after 2022, Europe’s risk signal remained structurally higher than its pre-war norm. Related Articles:
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The fall in EU energy use shows adjustment and structural change, but not yet a full escape from imported fuel dependence. Related Articles: E
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India’s real opportunity lies in sectors where fresh inflows, growth momentum, and long-term FDI depth can become production capacity. Related Articles:
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Financial openness changes the transmission channel: the same US shock can ease or deepen the GDP effect depending on inequality and market exposure. Related Articles:
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One US rate shock produces very different GDP losses across foreign economies, with emerging markets showing the sharpest delayed decline. Related Articles:
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Japan and South Korea show Thailand’s next risk: housing can move from scarce urban asset to stranded local burden once ageing and low births reshape demand. Related Articles:
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Thailand’s housing pressure is not easing yet: deaths now exceed births, while ageing keeps older-owned homes locked in place and delays any relief in city markets. Related Articles:
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Dependency becomes strategic risk when product concentration overlaps with political distance, instability and trade restrictions.
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China is not one supplier among many.
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Large energy shocks do not simply produce larger effects; they bend the inflation response upward and make pass-through more persistent.
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Tariffs become stagflationary when the shock passes through production networks, prices, output, and consumption at once.
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China’s skills pipeline shows why subsidies work differently when schools, firms and state planning are aligned. Related Articles:
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China’s property downturn is no longer a normal cycle; the fall in real estate investment now resembles the early stage of a long post-bubble adjustment. Related Articles:
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Iran’s widening gap with Turkey shows why sanctions relief is a regime-level political issue, not a diplomatic sweetener. Related Articles: The
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China’s innovation system is strong in output, but weaker institutional scores show why trust still has to be earned.
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China’s R&D rise shows why its manufacturing story is shifting from low-cost scale to deeper scientific capability.
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Political pressure can lower rates and lift growth briefly, but inflation and inflation expectations rise.
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