ANDAMAN PARTNERS to Attend Investing in African Mining Indaba 2026 in Cape Town
ANDAMAN PARTNERS Co-Founders Kobus van der Wath and Rachel Wu will attend Investing in African Mining Indaba 2026 in Cape Town, South Africa.
Trade Policy Uncertainty Has Become a Structural Feature of the Global Economy
A decade of data shows a structural break in 2024, after which trade policy volatility no longer returns to its historical baseline.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
Inside China’s 5% GDP Growth: Export-Led, Industry-Backed, Consumption-Light
China reached 5% growth in 2025 on the back of exports and industrial strength, while consumption remained secondary.
China Navigator – Q1 2026
ANDAMAN PARTNERS outlines, unpacks and unravels some of the broad shifts and finer intricacies of China’s economic development and transition in 2026.
The Structure of Global Automotive Trade in 2024
The top ten exporters and importers of automotive products reveal a highly concentrated global trade system.
Europe Still Anchors Global Chemical Trade, While the U.S. and China Drive Gradual Rebalancing
Europe accounts for half of global chemical exports and more than a third of imports, but over the past two decades, structural change has lifted China and the U.S.
China’s Capital Goods Exports Are Shifting To New Industrial Markets
Export growth is now concentrated in fast-industrialising Asia, infrastructure-heavy Middle Eastern economies and new manufacturing hubs in Eastern Europe.
Senior Investment Analyst
Full-time Asia, flexible (virtual)
The Long Shift in Global Trade Since 1948 and China’s Rise
Since 1948, global merchandise trade has shifted decisively away from the Atlantic economies toward Asia.