Transition Metal Supply Expanded in 2025, Control Remains Concentrated
February 27, 2026
Copper and lithium led output gains in 2025, while the top three producers still control 70-90% of most key metals.
Insights
China’s Import Momentum Moderates as Commodity Suppliers Gain Share
February 27, 2026
Imports have stabilised around USD 2.6 trillion, signalling softer domestic demand and a continued tilt toward commodity-intensive sourcing.
The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
February 26, 2026
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.
China’s Export Engine Remains Resilient Amid Global Realignment
February 26, 2026
Exports remain anchored in machinery and higher-value manufacturing, while trade flows have reoriented toward Asia and diversification partners.
Malaysia: ASEAN’s Most Balanced Upper-Middle Income Growth Platform
February 24, 2026
Diversified global trade exposure, strong manufacturing intensity and rising FDI underpin resilient growth with lower volatility than many regional peers.
China’s Industrial Cycle in 2025: Output Steady, Margins Recovering Despite Muted Sentiment
February 24, 2026
While PMI remained cautious and marginally contractionary, steady export demand and resilient output kept manufacturing on a modest but stable growth path.