Reserves & Import Dependence: Which Major Economies Can Absorb Trade Shocks?
January 8, 2026
Comparing total reserve buffers with import dependence reveals sharp differences in trade resilience among major economies.
Insights
China’s Mineral Imports Stabilise at Structurally High Levels
January 8, 2026
Bulk mineral imports stabilised at elevated monthly values in 2024-2025, while non-bulk imports trended higher in aggregate.
China Controls the Solar Supply Chain, But Value Capture Is Becoming Harder
January 7, 2026
China dominates every stage of solar PV manufacturing, yet export revenues are increasingly exposed to global pricing cycles rather than to volume growth.
Global Trade’s Competitive Field Beneath the Top Three
January 6, 2026
The top of the global trade landscape separates into economies defined by scale and momentum.
The Six Trading Blocs Accounting for 60% of Global Merchandise Trade
January 5, 2026
The EU, USMCA and ASEAN alone account for over half of global trade, concentrating both production and demand within a narrow set of economic systems.
Asian Fintech Usage Keeps Rising Even As Funding Has Lost Momentum
December 18, 2025
Asian fintech structural adoption continues to deepen, especially in digital payments, even as fintech funding in the region is in a down cycle.