China Is Producing More While Investing Less in 2026
FAI has contracted for six consecutive months as private and construction spending weakens, while industrial output continues to expand.
China’s Foreign Investment Landscape Is Shifting, But Foreign Firms Retain a Major Trade Role
FDI inflows have moderated and the sector mix is evolving, while foreign-funded enterprises retain a substantial, though declining, share of China’s trade.
ASEAN Is Scaling Up as a Manufacturing and Trade Hub
Merchandise exports reached USD 2.38 trillion in 2025, outpacing USD 2.10 trillion in imports
China Is Building a Clean-Energy Transition at Home and Exporting It Abroad
China installed 434 GW of new wind and solar capacity in 2025, while clean-tech exports hit a record level in 2026
Southeast Asia Has Become a Major Global Minerals Supplier, Led by Indonesia
Southeast Asia now supplies 70% of world nickel, 29% of tin and 14% of cobalt output, with Indonesia driving much of the growth
Global Supply Chain Stress Is Surging in 2026, With Record Pressure in Key Regions
Rising freight rates and severe regional disruption are increasing lead-time, landed-cost and delivery risks for global procurement teams
China’s Mining Economy Has Turned Sharply in 2026
Revenue and profits have returned to growth while investment remains positive, although performance varies significantly across segments
China’s Industrial Profits Accelerate Despite Subdued Business Activity
Industrial profits rose 17.6% so far in 2026, nearly three times faster than revenue, while PMI readings remained below 50
ASEAN Exports Have Doubled in a Decade, and Growth Is Accelerating
ASEAN exports jumped 22.5% in 2025, with Asia accounting for the majority of regional growth
The EU and China Lead Global Exports Across Strategic Manufacturing Sectors
The EU and China lead across major industrial value chains in 2025, while Asian economies feature prominently in electronics, textiles and automotive